The information in these articles are current as at 7 July 2022.
Welcome to the July 2022 Investment news.
The June quarter has been a particularly challenging one for investors as inflation concerns saw Central Banks move aggressively on interest rates triggering a revaluation of investments. The impact was widespread leaving few asset classes unaffected. However, growth orientated investments such as technology companies were particularly impacted as investors became increasingly short term orientated.
The start of the new financial year sees a number of changes to the rules relating to superannuation, which will open the door for you to strategically build retirement wealth for yourself and potentially for the benefit of the next generation. For those still a while off retirement, it may be a good opportunity to review your personal insurance to ensure that you are not paying for cover you do not need or to ensure your cover is appropriate following a June pay review.
Below is a selection of articles from Pitcher Partners Investment Services (a separate business based in Melbourne). Pitcher Partners Melbourne provides us with economic and investment insight through its well-resourced research team. We hope that you find these articles of interest and should you have any questions, please contact one of our Perth Strategic Wealth Advisers whose details are below.
Investment Markets In Review
The June quarter witnessed a significant re-pricing of financial assets, as persistently high inflation pushed investors to price in further interest rate rises and an increased risk of recession in the U.S.
Are Central Banks Leading Us To A Recession?
Halfway through 2022, we are seemingly a far cry from the optimistic growth outlook that was shared at the turn of this year. Expectations of growth rates two to three times historical averages have given sway to calls for an impending U.S recession.
The Rise of Thematic ETFs
In this report, we examine how the industry has developed and outline some key factors to consider when investing in these products.
Insights into the Energy Market – Q&A with Adrian Prendergast
The overall Energy sector and there are many parts to it, is probably one of the most talked about sectors in the markets currently, taking into account all the issues in Europe and the global economy along with managing the Energy transition.
This newsletter is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne
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