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 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 […]

Pitcher Partners Investment Services (Melbourne) | 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 is current as at 1 October 2022. Welcome to our Economic and Market Outlook – October 2022. This edition covers the following topics: International economy – “no other choice” As Northern Hemisphere nights grow longer, central bankers face the unenviable choice of allowing prices to run rampant, or risk plunging […]

Sydney Wealth Management | The information in this article is current as at 1 October 2022. Overview The MSCI World (excluding Australia) Net Total Return Index (AUD) returned 0.3% over the past three months and -9.8% over the year to 30 September 2022. MSCI World excluding Australia Net Total Return Index (Sep-21 to Sep-22) Source: MSCI, […]

Sydney Wealth Management | The information in this article is current as at 1 October 2022. Overview The S&P/ASX 200 Total Return Index returned 0.4% over the three months and -7.7% over the year to 30 September 2022. S&P/ASX 200 Accumulation Index cumulative return (Sep-21 to Sep-22) Source: S&P, Bloomberg Outlook Recommendation: Move from neutral to […]

Sydney Wealth Management | The information in this article is current as at 1 October 2022. Part 1: Overview The Australian economy grew by 3.9%1 over the year to 30 June, recording its strongest growth since 2012. Household spending grew by 6%1, benefitting from government stimulus measures, elevated savings and pent-up demand. Spending on travel, […]

Sydney Wealth Management | The information in this article is current as at 1 October 2022. “No other choice” As Northern Hemisphere nights grow longer, central bankers face the unenviable choice of allowing prices to run rampant, or risk plunging economies into recession anyway by lifting interest rates too aggressively. While there are some signs […]