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:
- 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.
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.
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.
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.
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.
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.