OUR LATEST NEWS AND INSIGHTS
From quarterly outlooks and market insights to opinion and education pieces, gain a glimpse below into the innovative thinking and thoughtful guidance that shapes our approach.
IS IT TIME TO REBALANCE YOUR PORTFOLIO?
With the US facing economic headwinds and global markets moving, investors are questioning whether it’s time to rebalance. In this article, James Weir explores strategic vs tactical asset allocation and what the latest trends could mean for your portfolio.
Have we seen the bottom yet?
With markets still navigating uncertainty, we explore a range of historical and behavioural indicators to assess whether the recent rally marks a real turning point — or just another bounce.
Why estate planning is essential: Insights from Black Pearl Private Clients (Part 2)
In Part 2, John Collins of Black Pearl Private Clients reveals the real risks behind DIY wills, the consequences of dying intestate, and how strategic structures like powers of attorney and specialist planning protect high-net-worth families from costly mistakes.
Why estate planning is essential: Insights from Black Pearl Private Clients (Part 1)
In part one of our interview series, John Collins of Black Pearl Private Clients joins James Weir to discuss the deeper importance of estate planning—beyond the will. A must-watch for anyone serious about long-term wealth preservation.
Private credit in focus: Insights from Centuria Bass Credit
Giles Borten, Co-CEO of Centuria Bass Credit, joins James Weir to share insights into the shifting regulatory landscape of private credit and the strategic moves their fund is making to stay ahead in today’s uncertain economy. Watch the full interview.
For goodness’ sake, get a will
Robert Holmes a Court, the legendary Australian businessman, had something in common with Prince, the legendary American musician: they both died without a will. And it caused no end of headaches for their families.Nobody likes contemplating their own mortality, so...
AN (TR)U(M)PDATE
After a post-election rally, US markets have reversed course, with the so-called Trump Bump turning into the Trump Dump. From tariffs and economic uncertainty to slowing growth, investors are facing a rapidly changing landscape. Meanwhile, European markets are surging. What’s driving these shifts, and what should investors consider?
2025: What just happened and what lies ahead?
Explore the key financial, economic, and political events of 2024 and their implications for 2025. Insights from market trends, global elections, and sectoral shifts to guide your investment strategy.
Shares vs Property: Where Should You Invest $400K?
Investing in shares or property has been a winning strategy over the past decade, but nuances can shape your choice and your returns. How you invest $200K could result in a $500K return difference depending on your appetite for risk—discover more in our latest blog.
Don’t let politics get in the way of a good return
James Weir explores the risks of letting politics influence investment decisions. He reviews historical data showing that, despite election noise and geopolitical events, markets often perform well in the long run. Could staying focused on a long-term strategy or reacting to political shift be the way to go for strong returns this time?
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