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Global perspectives from
our Principal Advisers

  • Quarterly Investment Report

Quarterly Investment Report – April 2022

Welcome to the April 2022 edition of our Quarterly Investment Report. We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets, including

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  • MP Insights

MP Insights

Recent CBA card transaction data shows a significant lift in spending, mainly services, now 20% above pre-covid levels (restaurants, hotels, travel). The recent spending habits of consumers do not reflect a broader concern about inflation and future interest rate hikes. However, this is a medium-term

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  • Superannuation

Federal Budget

On Tuesday, 29th March 2022, the Government handed down its 2022-23 Federal Budget. From a Superannuation and Financial Advice perspective, the budget was extremely quiet. The Government are primarily focused on supporting low to middle-income earners, social security recipients and first home buyers.

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  • Market Update

Market Update – ASX Reporting Period

Understandably, the war in Ukraine has overshadowed a strong ASX Report Period. Analysts displayed growing optimism as Australian businesses emerged from the omicron wave better than feared. This optimism translated into upgraded FY22 earnings from 13.6% to 14.2%, led by materials and energy sectors, the

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  • Market Update

Market Update – February 2022

Below are our early observations regarding the current crisis in Ukraine. We are monitoring the situation closely and hearing from a range of industry experts to understand the impact as it evolves. Ultimately, short-term outcomes are difficult to predict. This reinforces the benefits of having

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  • Quarterly Investment Report

Quarterly Investment Report – January 2022

Welcome to the January 2022 edition of our Quarterly Investment Report. This report is a compilation of the latest insights and expertise from our Independent Advisory Board. We look forward to working with you throughout the year.

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