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.
Importance of Diversification | Arrow Insights | Ep 02
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.
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.
Three Rules for Turbulent Times
[VIDEO] Emotions can overwhelm strategy when markets are volatile. Director and Private Client Adviser Peter Leggett shares three rules to follow during times of turbulent investment markets.
Family Succession Planning
[VIDEO] Managing Director and Private Client Adviser Peter Leggett outlines the importance of thorough and considered estate and family succession planning.
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
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.
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.
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.
Asia Leading the Recovery
Managing Director Peter Leggett explores how Asia and its developing economies could lead the global economic recovery in a post-COVID world.
Impacts of COVID - Airline Travel
Managing Director Peter Leggett outlines some of the many changes to how we may experience airline travel in a post-COIVID-19 world, including the use of advanced modern technology in the application of additional bio-security checks.
7 Considerations for Investing in 2020
Managing Director Peter Leggett shares seven considerations that investors and investment boards, including ours, need to be mindful of when investing in 2020 and beyond.
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.
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.
Spring Time Update
Managing Director Peter Leggett shares a spring time update after his visit to Singapore for the JP Morgan Global Investment Research Summit.
Partners Group Singapore Conference
Managing Director Peter Leggett shares some of his key takeaways from a week in Singapore at the Partners Group Annual Conference.