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In this installment of Arrow Insights, Ryan Synnot and Mathew Ashton explore the intriguing world of alternative investments, shedding light on its unique position within the broader investment landscape. They unpack what constitutes an alternative investment, moving beyond the conventional confines of equities and bonds to include realms such as private equity, private debt, commodities, and even artwork.

In this edition of Arrow Insights, Matthew Ashton and Simon Lewis explore the pivotal topic of liquidity in investment portfolios. The dialogue opens with a discussion on the significance of liquidity, emphasising its role in meeting clients' immediate and short-term financial needs. They stress the importance of incorporating assets that offer liquidity without sacrificing the clients' long-term investment goals.

In this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the critical concept of asset class diversification within investment portfolios. They discuss the importance of balancing risk and return across a variety of asset classes, from Australian and international equities to property and cash.

In this inaugural episode of "Arrow Insights," Peter Leggett and Mark O’Leary delve into the critical subject of family succession planning. They share their extensive experience in the financial planning and private wealth management industry, emphasising the importance of protecting families and business owners.

Director and Private Client Adviser Peter Leggett shares three rules to follow during times of turbulent investment markets.

Managing Director and Private Client Adviser Peter Leggett outlines the importance of thorough and considered estate and family succession planning.

[VIDEO] Managing Director Peter Leggett shares his thoughts on some of the important investment takeaways from 2020, including:

• The effect of compounding growth

• Investing for the future

• Why diversification matters

• Sustainable competitive advantage

• Earnings are key

[VIDEO] Managing Director Peter Leggett presents five financial and investment areas that you should be mindful of as we move through 2021.

• The three L’s of liquidity, longevity and legacy,

• Expectations for a weaker US dollar,

• Positioning for the ‘next big thing’,

• Sustainable investing,

• Diversifying into private markets.

The Victorian lock-down is over and we're returning to a (Covid) normal life. So for a bit of fun and in support of the Kick-Start Vic campaign, our team put this little video together