Emerging Markets | Arrow Insights | Ep 08
In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the opportunities and challenges within emerging markets. As economies such as India, Thailand, and Indonesia rise, they discuss how these markets offer attractive growth potential while also posing risks, like geopolitical instability. They provide insights into why these regions are increasingly being incorporated into global investment portfolios, offering long-term opportunities for diversification and growth.
Digital Estate Planning | Arrow Insights | Ep 07
In this episode of Arrow Insights, Mark O'Leary and Seton Leggett tackle the increasingly pertinent subject of digital estate planning. As our lives become more intertwined with the digital world, Seton explains how crucial it is to prepare our digital assets—such as photos, videos, social media accounts, and cryptocurrencies—for safe and secure transfer to the next generation.
Impact Investing | Arrow Insights | Ep 06
In this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the transformative world of impact investing. They explore how this investment approach combines the pursuit of financial returns with intentional efforts to address social and environmental issues. From energy projects to sustainable farming and social housing, Ryan breaks down how investors can make a positive difference while still achieving their financial goals.
Managing a Windfall | Arrow Insights | Ep 05
In this episode of Arrow Insights, Peter Leggett and Mark O’Leary discuss the considerations when managing a windfall. They explore the concept of "money in transition" offering insights into the critical steps necessary for making sound financial decisions. From retirement planning to wealth preservation, this episode provides valuable advice for navigating the complexities that come with receiving a substantial sum of money.
Alternative Investments | Arrow Insights | Ep 04
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.
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.