Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 19 December 2023. There has certainly been no shortage of events and developments over the course of 2023! Whilst global growth in the developed world has clearly slowed, widespread calls at the start of this year for a broad recession […]

Welcome to our latest Wealth Update – Summer 2023-24. This edition covers the following topics: Proposed tax on superannuation balances above $3 million On 3 October 2023, Treasury released detailed draft legislation and explanatory materials on a proposed tax on superannuation balances exceeding $3 million. Find out when it will come into effect, how it […]

For technology investors who were looking to hitch their wagon to OpenAI and its world-beating generative AI technology, the boardroom events of the past weeks have given some reason to pause. It’s only been a few weeks since PitchBook reported $US21.5 billion had been poured into AI start-ups this year — four times the value seen in 2022 […]

For individuals approaching retirement who have either already set their children free or are in the process of doing so, the concept of downsizing the family home to bolster retirement savings can be quite appealing. This is where the concept of the “Downsizer contribution” comes into play. Interestingly, this strategy can also be equally effective […]

The information in these articles is current as at 01 October 2023 Welcome to our Investment news – October 2023.  On behalf of the Perth wealth team, we would like to acknowledge several of our East Coast counterparts who were recognised in Barron’s top 100 Australian advisers. Remarkably, four advisers, including three from the Melbourne […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 01 October 2023 In the evolving landscape of global investments, investors seeking double-digit growth outside of the surging MANGMA (Microsoft, Amazon, Nvidia, Google, Meta, Apple) stocks this year, may find themselves turning to emerging markets. These fast-growing economies promise lucrative opportunities, […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 01 October 2023 At Pitcher Partners Investment Services, we continue to be a long-term believer in the merits of active management. However, when it comes to selecting active fund managers, the process is not straight forward. When you analyse the historical […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 01 October 2023 As we find ourselves close to a peak in the monetary cycle, it’s crucial to assess the best strategies for managing your investments. One critical decision within the income component of your portfolio is around the allocation between […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 01 October 2023 The Australian mining industry has become a key enabler in the energy transition through its abundant supply of low cost and easily accessible lithium, a key input in batteries that power Electric Vehicles (EV) and support Energy Storage […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 01 October 2023 The third quarter ended weaker, despite a promising start to markets in July, as central banks began re-affirming their commitment to combatting inflationary pressures. Several prominent central banks, such as the US Federal Reserve, Bank of England […]