Perth Investment News – July 2024
Welcome to the July edition of Investment News.
Welcome to the July edition of the quarterly newsletter, bringing the latest insights and updates on the global and local investment markets, as well as some of the strategies and opportunities we are exploring for our clients.
In this issue, the following topics are covered:
- The performance and outlook of the US and Australian markets in the June quarter, highlighting the challenges and opportunities for investors in a changing environment.
- The current state and trends of the industrial property sector, which appears likely to benefit from increased demand from a growing population, supply chain enhancements, expansion of online retail and evolution of specialist service offerings.
- The role and benefits of private credit in a diversified portfolio. This asset class has experienced significant growth with many new providers entering in response to the banks’ exit. This raises opportunities but may increase risks of more marginal deals to get through to meeting the strong investor demand.
- The importance and process of portfolio rebalancing, which can help investors maintain their desired risk-return profile and capture market opportunities.
We hope you find this newsletter informative and useful. As our business continues to grow, we appreciate our ongoing referral network so it you require or know of anyone who is in need of financial or investment advice we are here to help.
This newsletter (below) is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne.
Investment Markets in Review – Q2 2024
Despite a choppy start to the quarter, many financial markets quickly repriced back into the ‘no-recession soft landing’ scenario in the US.
Industrial property – the quiet achiever
Post the dramatic events of the Covid experience, industrial property has stood out from a return perspective versus its higher profile peers of retail, office and residential.
The importance of rebalancing your portfolio
In this article, we explore how routine portfolio rebalancing can enhance long-term annualised performance and reduce overall volatility.
Global Private Credit: A Growing Investment Opportunity
As global markets continue to evolve, private debt has emerged as a fast-growing asset class despite some recent high-profile challenges.
