Cameron joined the Pitcher Partners Sydney Private Wealth team in December 2021 as the Head of Macroeconomics & Strategy and was subsequently appointed Chief Investment Officer (CIO) in July 2024. In this role he helps guide the strategic asset allocation of the firm and manages model portfolios across a range of assets, including direct equities, […]
Commodities such as oil spiked dramatically in February and March, the price of staples such as corn and wheat have soared compared to the value at start of 2020, and European countries are scrambling to reduce their reliance on Russia’s natural gas, creating supply shocks.
The information in these articles are current as at 1 April 2022. Welcome to our Economic and Market Outlook – April 2022. This edition covers the following topics: Global economic update: inflation and interest rate headwinds This article discusses the geopolitical implications of the Russian invasion in Ukraine on the international economy. It also looks […]
The information in this article is current as at 1 April 2022. Part 1: Overview Russia-Ukraine War On 24 February, Russia invaded Ukraine. This followed weeks of military exercises along their mutual borders and heightened rhetoric from the Putin regime, which is still couching the invasion as a “special military operation” in communications to Russian […]
The information in this article is current as at 1 April 2022. Part 1: Overview Growth The Australian economy is tracking at above-trend levels to start 2022. 2021 saw the economy grow by 4.2% according to the Australian Bureau of Statistics (ABS) compared against a trend (average) growth rate of 2.7%. We also see business […]
The information in this article is current as at 1 April 2022. Overview The S&P/ASX 200 Total Return Index returned 2.2% over the three months and 6.2% over the nine months to 31 March 2022. S&P ASX200 Accumulation Index Source: S&P Outlook Recommendation: Maintain neutral. The Australian sharemarket has been volatile, albeit broadly steady in […]
The information in this article is current as at 1 April 2022. Overview The MSCI World (ex-Australia) Accumulation Index (AUD) returned -8.3% over the three months and 2.4% over the nine months to 31 March 2022. MSCI World ex-Australia Accumulation (Gross) Index (AUD) Source: MSCI Outlook The commodity complex (Resource and Energy sectors) outperformed strongly […]
Join Pitcher Partners as we discuss this year’s Federal Budget and its impact on Australian businesses. Our comprehensive analysis will examine the tax, industry and economic implications of what is expected to be a ‘pre-election’ Budget, allowing you to make informed decisions and plan for the next financial year. Our expert speakers will discuss the […]
Welcome to our latest Wealth Management Update. This edition covers the following topics: Reporting season update This reporting season update looks at both the Australian Share Portfolio and the International Share portfolio for this quarter, with key points on each business, plus detailed comments written by the Pitcher Partners Wealth Management team. Read more International […]
Inflation – Recap When an economy is growing and unemployment is low, inflation is an expected by-product. Low unemployment means businesses compete harder for workers, gradually leading to wage growth. Wage growth then means people have more money to spend on goods and services (i.e. demand). When rising demand outpaces supply, the price of these […]
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