Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 5 April 2023 For a growing number of investors, understanding how a company proposes to manage its carbon neutral strategy is a very important consideration in identifying an investment opportunity. One of the key solutions for many of the global […]

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 05 April 2023 The Alternatives asset class covers an immense array of different strategies, markets and investment approaches. At Pitcher Partners Investment Services, we seek to identify differentiated, best of breed alternative managers, those that don’t just perform strongly through […]

Welcome to our latest Economic and Market Outlook – April 2023. The recent banking crisis in the US, which originated in the coronavirus stimulus packages, left many banks with an influx of deposits and a choice between originating more loans or purchasing higher yielding debt securities. Many banks chose the latter and invested in fixed […]

Welcome to our latest Wealth Management Update Over the past quarter, economic conditions in Australia and around the world have undergone significant changes. A strengthening US dollar, ongoing business lawsuits and a notable acquisition by major Australian brand are among the key developments we cover in the Autumn Wealth Update 2023. Additionally, our publication offers […]

The information in these articles is current as at 1 January 2023. Welcome to our Economic and Market Outlook – January 2023. This edition covers the following topics: International economy – “the recession the world had to have?”  Key economies including the US are seeing an inflation deceleration, yet stickier inflationary measures remain troublesome for […]

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 […]