Welcome to our latest quarterly investment newsletter. This quarter, the team discusses: How APRA’s move to phase out ASX-listed hybrids reshapes capital markets, impacting bank capital structures and investors. Their thoughts on US President Trump’s opposition to ESG policies, and how it signals a challenge for the growth of ESG investments. And finally, they unpack […]
The information in these articles is current as of 3 April 2025. Welcome to our latest Economic and Market Outlook – April 2025. Australian economy How worried are we by the Trump Administration? What’s kept the RBA from cutting rates and why do we continue to have near record low unemployment? To find out more […]
Welcome to our latest quarterly investment newsletter. The following is a selection of articles from Pitcher Partners Investment Service (PPIS)* research team covering some of their key insights and views across a variety of themes and topics. This quarter, the Melbourne research team discusses: How APRA’s move to phase out ASX-listed hybrids reshapes capital markets, […]
Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at April 4, 2025. As 2024 drew to a close, the consensus view from Wall Street was that the S&P 500 would reach 6,600 by the end of 2025, reflecting a gain of more than 9%. With Q1 now concluded, the story […]
Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at March 24, 2025. In his past Presidency and re-election campaign, Donald Trump has made it quite clear that he has little appetite or tolerance for progressive initiatives in relation to ESG (Environment, Social and Governance) matters. In his short (yet very […]
Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at April 4, 2025. The Australian Prudential Regulation Authority (APRA) recently announced its decision to phase out Additional Tier 1 (AT1) capital instruments (also known as ASX-listed hybrids), with significant implications for the capital markets. The transition, which will take full effect […]
Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at April 4, 2025. The unlisted infrastructure sector has come a long way from being a relatively niche investment opportunity, tightly held by institutional investors worldwide. Traditionally, this asset class focused on sectors such as utilities, ports, toll roads and airports – […]
Welcome to our latest Wealth Update – Autumn 2025, brought to you by Pitcher Partners Sydney Private Wealth (‘PPSPW’). This edition covers the following topics: Private Infrastructure We take a deep dive into Private Infrastructure as an attractive investment alternative to traditional equities. In this article, we define various types of infrastructure assets alongside the […]
Pitcher Partners Sydney Macroeconomist Cameron Curko shares insights on the Australian investment market highlighting the impact of pandemic-related government spending, which has driven growth in sectors like healthcare and aged care, leading to a tight labour market and complicating the Reserve Bank’s efforts due to wage growth influencing inflation. Watch to find out what is […]
The information in these articles is current as of 1 January 2025. Welcome to our latest Economic and Market Outlook – January 2025. This edition covers the following topics: Australian economy Despite recent interest rate hikes and rising global uncertainty, the Australian economy is showing resilience. We dive into the surge of employment growth that […]
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