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 […]

Investment decisions have always been about assessing the level of risk against the relative return. Over the past decade when interest rates were at record lows, the concept of risk often took a back seat in favour of chasing returns. With inflation soaring and interest rates rising, it is timely to revisit the concept of […]

International Equity Portfolio Note: All figures in USD unless otherwise stated. Results referring to percentage changes (increases/decreases) relate to the previous corresponding period (pcp) e.g. Q4 FY22 results are compared to those of Q4 FY21. Apple Inc (AAPL: US)1   Share price 29/11/22: US$141.17 Result Q4 FY22 Revenue US$90.146 billion, up 8.1% on the pcp […]

The information in these articles are current as at 10 October 2022. Welcome to our Investment news – October 2022. This edition covers the following topics: Investment markets in review – Q3 Despite a positive start to the quarter, many global equity and bond markets closed Q3 in negative territory. Many central banks including the […]

Pitcher Partners Wealth Management (Brisbane) | The information in this article is current as at 10 October 2022. The advent of the Covid-19 pandemic highlighted a major fragility in global supply chains, with scarcity of key products like personal protective equipment, such as facemasks and gloves, and basic amenities such as toilet paper became hard to […]

Pitcher Partners Wealth Management (Brisbane) | The information in this article is current as at 10 October 2022. There has been much written, and the debate continues on the long-term impact of the working from home (WFH) phenomenon. However, the office market is also experiencing another force of structural change that is leading to a two-tier […]

Pitcher Partners Wealth Management (Brisbane) | The information in this article is current as at 10 October 2022. Despite a positive start to the quarter, many global equity and bond markets closed Q3 in negative territory. Many central banks including the Federal Reserve and the RBA lifted interest rates aggressively over the period, signalling further […]

The information in these articles are current as at 10 October 2022. Welcome to the October 2022 Investment news. The quarter got off to a great start with markets rebounding in July and early August following the weak June quarter for most asset classes. This relief rally lost steam by mid-August as central bank rhetoric […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 10 October 2022. The advent of the Covid-19 pandemic highlighted a major fragility in global supply chains, with scarcity of key products like personal protective equipment, such as facemasks and gloves, and basic amenities such as toilet paper became hard to […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 10 October 2022. There has been much written, and the debate continues on the long-term impact of the working from home (WFH) phenomenon. However, the office market is also experiencing another force of structural change that is leading to a two-tier […]