Inflation has dominated economic discourse over the past twelve months but in key economies including the US, it now appears to be decelerating. Global supply chains blockages are easing[1], firms are building inventory levels[2] and many commodity prices such as oil have fallen from recent peak levels. Stickier inflationary measures remain troublesome for policymakers, however, […]

Overview The S&P/ASX 200 Total Return Index returned 9.4% over the three months and -1.1% over the year to 31 December 2022. S&P/ASX 200 Accumulation Index cumulative return (Dec-21 to Dec-22)                 Source: S&P, Bloomberg Outlook Recommendation: Maintain underweight. Australian equities are facing a period of significant uncertainty […]

Overview The MSCI World (excluding Australia) Net Total Return Index (AUD) returned 4.0% over the past three months and -12.5% over the year to 31 December 2022. MSCI World excluding Australia Net Total Return Index (Dec-21 to Dec-22)               Source: MSCI, Bloomberg Outlook The outlook for international equities remains […]

Until recent months, the Australian economy has confounded persistent reports of an impending economic slowdown. A combination of pent-up demand from months of lockdowns, supply side shortages and elevated savings levels have contributed to historically low unemployment rates that have helped sustain moderate growth. It was thought that high household debt levels would increase the […]

The information in these articles are current as at 16 December 2022. Welcome to the December 2022 Investment news. It has been a roller-coaster ride for investors and advisers alike this past year, as markets and Central Banks around the world came to the realisation inflation was not just a short term (transitory) impact of […]

Pitcher Partners Wealth Management (Brisbane) | The information in this article is current as at 5 April 2023. Whilst markets are staging a rally late into the year, 2022 has undeniably been a challenging year for investors. Inflation has proved to be far more pervasive and stickier than what central banks believed less than 12 months […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 16 December 2022. Whilst markets are staging a rally late into the year, 2022 has undeniably been a challenging year for investors. Inflation has proved to be far more pervasive and stickier than what central banks believed less than 12 months […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 16 December 2022. Whilst markets are staging a rally late into the year, 2022 has undeniably been a challenging year for investors. Inflation has proved to be far more pervasive  and stickier than what central banks believed less than 12 […]

Welcome to our latest Wealth Management Update. This edition covers the following topics: Reporting season update – International equities There’s a lot going on in the world, with COVID-19 disruptions still part of the landscape and a strong US dollar posing a headwind to multinational businesses. We are also seeing positive signs of the world […]

What do we mean by the term ESG? In investing circles, ESG refers to investments that consider Environmental, Social and Governance issues as part of their process. For example, a fund might exclude companies with poor environmental credentials such as fossil fuels polluting the environment or tobacco and gambling businesses that profit from the legal […]