Adam has extensive experience in accounting, tax, superannuation, financial planning and investments. He is the partner in charge of the Investment Advisory practice of Pitcher Partners Melbourne, which advises on over $4 billion of funds under management. Adam works with a broad cross section of clients, including large family groups and institutional clients. His professional […]
The pandemic has been an accelerant on many fronts – the end of the growth of globalisation, the rapidly greater use of technology and significant changes in our working patterns and consumer behaviour. For investors, it has also shaken up the way we are investing now and will in the future.There are three distinct periods in which investors have and will need to make important decisions about the composition of their portfolios
This article originally appeared in The Australian on 1 June 2020 How do we invest and construct portfolios in a post-COVID world? At a high level the answer is easy – we should construct portfolios, because of the high level of uncertainty, with equal weight on profit and on protection. But what exactly does that mean? What […]
This article originally appeared on Advisor Voice on 29 April 2020 Economic pain has been on the horizon for some time now, but no one wins in a race to the bottom. There’s no doubt that the remainder of 2020 is going to be particularly tough for Australian businesses and their employees. Until earlier this year, […]
This article originally appeared in The Australian on 1 May 2020 For taxable investment portfolios, realised losses create an opportunity to generate offsetting gains. High on the worry list for investors and prominent in the news this week is the issue of dividend cuts and whether investors can still meet their income targets. National Australia […]
This article originally appeared in The Australian on 10 April 2020. I must confess to numerous weeks now of palpable relief on Saturday mornings when all international markets finally stop trading to allow those of us working in financial advice some respite for the digestion of the week’s events and for reflection on the likely next direction […]
I must confess to numerous weeks now of palpable relief on Saturday mornings when all international markets finally stop trading to allow those of us working in financial advice some respite for the digestion of the week’s events and for reflection on the likely next direction of markets. This article originally appeared in The Australian on 10 […]
The government has temporarily changed the superannuation rules to assist individuals and retirees impacted by COVID-19.
In a recent article, we looked at the growing impacts of Environmental, Social and corporate Governance (ESG) risks and why these risks can no longer be overlooked.
Bushfires; wage, banking and safety scandals; and the seemingly ubiquitous coronavirus.
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