Market Summary | January 2024
In Australia, stocks rebounded in December but lagged globally for the year, with cautious rate cut expectations and subdued earnings. The Reserve Bank kept rates steady amidst high inflation. Growth was stagnant, impacted by higher rates and taxes.
In the US and developed markets, equities ended the year strongly, driven by a shift in Federal Reserve policy and declining bond yields, overcoming various economic challenges.
Emerging markets saw modest gains in December but underperformed compared to developed markets for the quarter.
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2023 Portfolio Review | Arrow Socially Responsible
Associate Director, Investment Research & Solutions Analyst, Ryan Synnot reviews the Arrow Socially Responsible Portfolio performance and changes in 2023.
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2023 Portfolio Review | Arrow Global Active
Associate Director, Investment Research & Solutions Analyst, Ryan Synnot reviews the Arrow Global Active Portfolio performance and changes in 2023.
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2023 Portfolio Review | Arrow Diversified Real 5.5
Associate Director, Investment Research & Solutions Analyst, Ryan Synnot reviews the Arrow Diversified Real 5.5 Portfolio performance and changes in 2023.
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2023 Portfolio Review | Arrow Diversified Real 4.5
Associate Director, Investment Research & Solutions Analyst, Ryan Synnot reviews the Arrow Diversified Real 4.5 Portfolio performance and changes in 2023.
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Market Summary | December 2023
In Australia, stocks rebounded in December but lagged globally for the year, with cautious rate cut expectations and subdued earnings. The Reserve Bank kept rates steady amidst high inflation. Growth was stagnant, impacted by higher rates and taxes. In the US and developed markets, equities ended the year strongly, driven by a shift in Federal Reserve policy and declining bond yields, overcoming various economic challenges. Emerging markets saw modest gains in December but underperformed compared to developed markets for the quarter.
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Q4 2023 Investment Market Update
In the final quarter of 2023, investors witnessed strong returns concluding the year on an optimistic note. The year marked a recovery across asset classes in which equities and bonds gradually recuperated throughout 2023 from the substantial drawdowns seen in 2022. The major driving force behind this rebound was a period of immaculate disinflation and economic resilience, particularly from the US economy that increased global mega-cap stocks.
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Family Succession: Ensuring Smooth Wealth Transfer
Family succession planning, also known as estate planning, is a vital aspect of responsible financial management. It extends beyond the mere distribution of assets; it's about safeguarding your wealth and creating a legacy for a smooth transfer of resources to the next generation.
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What is Private Equity?
Private equity represents a fundamental component of the modern investment landscape, offering unique opportunities for investors to engage with industries and companies beyond the reach of traditional stock markets. This form of investment stands out for its potential to deliver strong returns while mitigating the inherent volatility typically associated with publicly listed investments.
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