Welcome to our latest Wealth Update – Spring 2025, brought to you by Pitcher Partners Sydney Private Wealth (PPSPW).
This edition covers the following topics:
FY25 Reporting season takeaways
The 2025 reporting season was a roller coaster and a half. Taking stock of the triumphs and travails of the ASX we highlight key themes that emerged amongst nervous investors still adjusting to the uncertain economic environment in the wake of the Trump Administration’s policies. Is market stalwart Commonwealth Bank starting to show signs of cracking? We take a deep dive into this past season and our outlook for FY26.
Fund in focus: Arrowstreet Global Small Cap Fund
An in-depth look at Arrowstreet Global Small Cap Fund, which specialises in quantitative investing. Learn more about this manager and its meaningful differences to traditional active investor approaches. We explore why global small caps present an attractive investment opportunity today amidst increasingly lofty valuations in international large cap names and how Arrowstreet is poised to profit.
Key technical updates
We bring you the latest updates on the new government reforms affecting to the aged care sector and the planned Division 296 legislation targeting superannuation balances above $3 million including, controversially, the taxing of unrealised gains.
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