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 risk considerations and ideal investment criteria. Looking to better grasp the nuances of Private Infrastructure investing? We have got you covered. Read on to learn more.
Australian reporting season update
Currently, the Australian share market is contending with a mixed reporting season with rising concerns of US tariff threats from the Trump Administration. From disappointing results in the banking sector to struggling healthcare stocks, we analyse the various sector challenges and break down what it means for portfolio performance. Discover more on the link below.
DeepSeek’s emergence and its impact on Nvidia
DeepSeek’s confident entry into the artificial intelligence (AI) space has shaken up the market, challenging established giants such as Nvidia. We dive deep into the Nvidia story and its prospects with the rise of new sources of competition.