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Liquidity | Arrow Insights | Ep 03

In this edition of Arrow Insights, Mathew 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.

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Family Succession Planning | Arrow Insights | Ep 01

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.

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Thoughts on 2020

[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

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What to Be Mindful of in 2021

[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.

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U.S. Election

[VIDEO] Managing Director Peter Leggett unpacks the recent events and likely outcomes resulting from the recent U.S. election in which Joe Biden was elected to be the 46th President of the U.S.A. This includes the market reaction, economic policy outlook and four areas investors should be thinking about.

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Four Hybrid Themes

[VIDEO] Managing Director Peter Leggett unpacks some of the different equity characteristics and how Arrow portfolios account for them as part of a broader investment strategy. These include growth and value shares and cyclical and secular investing.

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Changing World: Australian Banks

Managing Director Peter Leggett recognises several challenges facing the Australian banks amidst a COVID-19 induced economic shut-down. With reduced, suspended or no dividends to be paid, investors need to consider what opportunities are on the horizon in this changing world.

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Autumn Update

Managing Director Peter Leggett shares an update during this unprecedented time. As we become accustomed to social distancing and isolation in our homes, what’s more apparent than ever is the need for astute financial advice and investment management.

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