The information in these articles is current as at 5 April 2023.
Markets rallied during the March Quarter as headline inflation expectations eased adding weight to a potential economic ‘soft landing’.
However, the music did eventually stop (albeit briefly), as the rapid global monetary tightening created some inevitable fractures within the financial system with the failures of Silicon Valley Bank, closely followed by Signature Bank, First Republic Bank and culminating in the failure of the nearly 170-year-old institution Credit Suisse.
The market seemingly shrugged off these concerns largely thanks to the rapid response by Central Banks with sentiment further buoyed by the resilience of world economies in the face of record interest rate increases and the prospects of the positive impact of a Chinese economic reopening.
Below Pitcher Partners Wealth WA have produced an article which outline our concerns following the government’s recent announcement regarding new taxes for larger superannuation balanced. This is followed by articles covering a review of markets for the quarter and a discussion regarding the economics of carbon capture thanks to the team at Pitcher Partners Melbourne.
Superannuation Shake-Up: What the Proposed Tax Changes Mean for Your Retirement
Are you aware of the significant changes to superannuation tax concessions that may impact your retirement planning? These proposed changes are intended to affect those who have already achieved a large balance, however the proposal will increasingly impact Australians with ambitions for a comfortable retirement in the future.
This newsletter (below) is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne
Investment Markets In Review
Despite growing recession risks, most asset classes rallied strongly over the March quarter although the headline performance numbers masked some considerable volatility intra-quarter, especially within fixed income markets.
Carbon Capture and Storage – a solution supporting the energy transition
For a growing number of investors, understanding how a company proposes to manage its carbon neutral strategy is a very important consideration in identifying an investment opportunity.