Investments & Wealth

Sydney Wealth Management Update Summer 2022-23

8 December 2022

Welcome to our latest Wealth Management Update.

This edition covers the following topics:

Reporting season update – International equities

There’s a lot going on in the world, with COVID-19 disruptions still part of the landscape and a strong US dollar posing a headwind to multinational businesses. We are also seeing positive signs of the world “getting back to normal” with the return of live entertainment and travel to the benefit fo some of our portfolio companies. For these details and more read the insights from the latest reporting season by the Pitcher Partners Wealth Management team.

ESG – The what, why and how?

Why are investors choosing to invest in Environmental, Social and Governance (ESG) products and how might this impact future growth for businesses involved in gambling and alcohol sales? With ESG being a powerful movement across the asset management industry, discover what the future options of these kind of investments look like and how you might invest.

Danger Zone – The dangers of investing based on return on equity

Assessing the level of risk against the relative return is no doubt a big factor when choosing investments, but with inflation soaring and interest rates rising, it’s time to revisit the concept of risk, as well as the pitfalls of making investment decisions based on return on equity alone.

Any advice included in this newsletter has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisors at Pitcher Partner Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth Management Pty Ltd, ABN 85 135 817 766, AFSL number 336950.