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Perth Investment News – October 2023

Perth Investment News – October 2023

The information in these articles is current as at 01 October 2023

Welcome to our Investment news – October 2023. 

On behalf of the Perth wealth team, we would like to acknowledge several of our East Coast counterparts who were recognised in Barron’s top 100 Australian advisers. Remarkably, four advisers, including three from the Melbourne office, are among the top 25 advisers on the list.

We would also like to thank all our clients who continue to actively refer business to us. We appreciate the trust you place in us as this support is the cornerstone of our success.

Turning to financial markets, the initial optimism of the September quarter was overshadowed by concerns about ‘higher for longer’ interest rates and uncertainties about the Chinese economic recovery. Some key factors we are closely monitoring include:

  • Inflation
  • Chinese economic risks
  • Geopolitics and,
  • Sectors with earnings growth.

The first article, authored by Pitcher Partners Wealth WA, focuses on downsizer contributions and how this strategy can assist clients’ in maximising their retirement savings.

Following that, articles produced by our research provider, Pitcher Partners Investment Services in Melbourne, cover topics on:

  • Australia – supporting the electric vehicle revolution (an overview of lithium),
  • Navigating emerging markets through developed markets,
  • Active investing – filtering out noise, and:
  • The pros and cons of bonds versus cash investing at peak cycles.

We hope you find this material informative and enjoyable. If you have any questions or need further assistance, please don’t hesitate to reach out to a member of our team below.

Downsizer Contribution: Releasing the equity from your home to maximize retirement savings.

For individuals approaching retirement who have either already set their children free or are in the process of doing so, the concept of downsizing the family home to bolster retirement savings can be quite appealing.

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

The third quarter ended weaker, despite a promising start to markets in July, as central banks began re-affirming their commitment to combatting inflationary pressures.

Read more

Australia – Supporting the EV revolution

As the value of Australia’s thermal coal exports wind down over time, the growing demand for lithium production will likely become an important export earnings substitute.

Read more

Active Management – Cutting Through the Noise

We take a deep look at what the actual performance data tells us about how active managed funds have performed in Australia and discuss what approaches or considerations can help to improve your chances of generating long term outperformance through actively managed products.

Read more

Navigating the Peaks: Bonds vs. Cash in a Monetary Cycle

In this article, we will delve into the role and benefits of allocating to bonds compared to cash during these peak times.

Read more

Beyond Borders: Navigating Emerging Markets Through Developed Markets

In the evolving landscape of global investments, investors seeking double-digit growth outside of the surging MANGMA  (Microsoft, Amazon, Nvidia, Google, Meta, Apple) stocks this year, may find themselves turning to emerging markets.

Read more

This website page is published by Pitcher Partners Wealth (WA) Pty Ltd (ABN 74 630 996 664). Simon Montgomery (458 415), Robert Prince (454 781), Leanne Martinez (1003829), Peter Monnock (319032), Christian Golding (248 906) and Pitcher Partners Wealth WA Pty Ltd (1274651) are authorised representatives of Sentry Advice Pty Ltd (ABN 77 103 642 888), AFSL 227748.The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.Under no circumstances will any of Pitcher Partners Wealth WA Pty Ltd, Sentry Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Simon Montgomery, Robert Prince, Leanne Martinez, Peter Monnock, Christian Golding and Pitcher Partners Wealth WA Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products
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
Peter Monnock

Peter Monnock

Insurance Adviser Perth
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