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Perth Investment News – July 2023

Perth Investment News – July 2023

The information in these articles is current as at 07 July 2023

Welcome to our Investment news – July 2023. 

Welcome to the new financial year.

The June quarter saw more of the same as markets continued to price in a soft economic landing buoyed by the belief inflation has peaked. In our view, while inflation may have peaked it remains well above Central Bank target rates, making further rate rises likely.

Pitcher Partners Wealth WA continues to attract quality people and we are very pleased to announce Peter Monnock has joined the business. Peter specialises in personal insurance advice for families, professionals, and small/medium business owners covering life, total and permanent disability and income protection.

Given the start of the financial year, we thought it timely for Pitcher Partners Wealth WA to provide an article outlining some changes in contribution rules to superannuation for the 2023/24 year.

This is followed by articles produced by Pitcher Partners Investment Services in Melbourne. This quarter, they cover a review of Macquarie Bank and its exposure to the theme of energy transition and the likely path Artificial Intelligence (AI) will take as it becomes embedded in our lives. With the outlook for traditional asset classes looking challenging, the final article considers alternative asset opportunities with royalty financing.

Should you have colleagues, friends and family seeking advice, we certainly welcome referrals. In the meantime, we hope you enjoy the content.

Higher inflation…….not all bad news

While it is true that there is a lot of concern about how inflation affects the cost of living and investment markets, there might be a silver lining for those seeking to build wealth in the tax-advantaged realm of superannuation.

Read more

This newsletter (below) is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne

This edition covers the following topics:

Investment markets in review – FY2023

Slowdown, what slowdown? In taking an initial glance at the performance for equity markets for the 2023 financial year, one could easily interpret that investors have seemingly shrugged off any recessionary/slowing growth concerns around the world.

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Macquarie Group – green with envy 

With the recent loss of two key utility stocks on the ASX (Spark Infrastructure in December 2021 & AusNet Services in February 2022), direct Australian equity investors have less choice in gaining exposure to the growing opportunity created by the energy transition thematic 

Read more

Artificial Intelligence – lessons from past transformations

The announcement and launch of ChatGPT in November 2022 was a seminal moment. The launch of the Large Language Model (LLM) brought artificial intelligence (AI) into our everyday lives.

Read more

Royalty Financing – An Introduction

This quarter we turn our attention to royalty financing, an investment strategy which has the potential to generate attractive, unique and resilient performance over time.

Read more

This document has been prepared for the exclusive use and benefit of Pitcher Partners Investment Services Pty Ltd (AFSL 229887), our clients and our Authorised Subscribers. It must not be used or relied on by any other person, without our prior written consent. Information is sourced from third parties and Pitcher Partners believes it to be reliable at the date of publication, although we cannot guarantee accuracy and reliability, nor do we accept responsibility for errors and omissions. The information, including opinions, estimates and forecasts contained herein are as of the date of publication and are subject to change without notice. Pitcher Partners is under no obligation to correct any inaccuracy or update the information. Any financial product advice contained in this document is general advice only and does not take into account your objectives, financial situations or needs. If you wish to acquire a financial product, we recommend you seek advice from a Pitcher Partners Investment Services’ representative, and where applicable, consider the relevant offer document prior to making any financial decision. Before acting on anything contained in this document, you should speak to your Pitcher Partners Investment Services’ representative and consider the appropriateness of the information or general advice having regard to your objectives, financial situation, or needs. If you act on anything contained in this document without seeking personal advice you do so at your own risk. To the maximum extent permitted by law, neither we, nor any of our representatives, will be liable for any loss, damage, liability, or claim whatsoever suffered or incurred by you or any other person arising directly or indirectly out of the use or reliance on this information, or any changes made to this document without our prior written consent.

Pitcher Partners Wealth (WA)

Christian Golding

Christian Golding

Executive Director Perth
Simon Montgomery

Simon Montgomery

Executive Director Perth
Robert Prince

Robert Prince

Executive Director Perth
Leanne Martinez

Leanne Martinez

Strategic Wealth Adviser Perth
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