Investments & Wealth

Brisbane Investment News – July 2024

18 July 2024

Pitcher Partners Wealth Management (Brisbane) | The information in these articles is current as at 18 July 2024.

Welcome to our Investment news – July 2024

Investment Markets in Review – Q2 2024

Despite a choppy start to the quarter, many financial markets quickly repriced back into the ‘no-recession soft landing’ scenario in the US.

Industrial property – the quiet achiever

Post the dramatic events of the Covid experience, industrial property has stood out from a return perspective versus its higher profile peers of retail, office and residential.

The importance of rebalancing your portfolio

In this article, we explore how routine portfolio rebalancing can enhance long-term annualised performance and reduce overall volatility.

Global Private Credit: A Growing Investment Opportunity

As global markets continue to evolve, private debt has emerged as a fast-growing asset class despite some recent high-profile challenges.

This document has been prepared for the exclusive use and benefit of Pitcher Partners Wealth Management Pty Ltd (AFSL 357636), our clients and our Authorised Subscribers. It must not be used or relied on by any other person, without our prior written consent. Information is sourced from third parties and Pitcher Partners believes it to be reliable at the date of publication, although we cannot guarantee accuracy and reliability, nor do we accept responsibility for errors and omissions. The information, including opinions, estimates and forecasts contained herein are as of the date of publication and are subject to change without notice. Pitcher Partners is under no obligation to correct any inaccuracy or update the information. Any financial product advice contained in this document is general advice only and does not take into account your objectives, financial situations or needs. If you wish to acquire a financial product, we recommend you seek advice from a Pitcher Partners Wealth Management representative, and where applicable, consider the relevant offer document prior to making any financial decision. Before acting on anything contained in this document, you should speak to your Pitcher Partners Wealth Management representative and consider the appropriateness of the information or general advice having regard to your objectives, financial situation, or needs. If you act on anything contained in this document without seeking personal advice you do so at your own risk. To the maximum extent permitted by law, neither we, nor any of our representatives, will be liable for any loss, damage, liability, or claim whatsoever suffered or incurred by you or any other person arising directly or indirectly out of the use or reliance on this information, or any changes made to this document without our prior written consent.

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Brisbane Investment News – July 2024

Welcome to our Investment news – July 2024

Pitcher Partners Wealth Management

Mark Nicholson

Edward Fletcher

Danny Partridge

Alex Payn

Morgan Papi

Latest Investments

Not-for-profit financial reporting to get a shake up

Debt deduction creation rules now operative for many taxpayers

Firm summer closure dates

A fresh sound or a broken record? Tune back into your people in 2025

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