November 2018 Update | Arrow Investment Advisory Board

October confirmed a resurgence in volatility for equity markets, which has been reflected in a divergence in returns between regions, sectors and securities alike. For some period, volatility has been subdued by liquidity being pumped into global markets in the form of quantitative easing (QE).

Arrow Private Wealth is proud to inform you that we have recently completed the construction & approval of our Socially Responsible managed portfolio which is now available for investment. Earlier this year, the Arrow Investment Team began the construction of the portfolio following a noticeable shift in cultural trends and feedback from clients.

Coinciding with the launch of the Arrow Socially Responsible Portfolio, we thought we’d unpack what ‘socially responsible’ investing actually is. The equity markets have been volatile of late, so we’re revisiting the investment strategies that have withstood the test of time. Thinking of downsizing your family home, plenty on that below in this month’s edition of Strategy Talk.

A mixed month in September for global markets as a range of global economic results were released. The Australian market returned its first negative month since March, whilst economic growth slowed across Europe. Surprisingly, both combatants of the trade war delivered a strong return, as tensions continue to increase between the nations.

Following the announcement of the Royal Commission into Aged Care Quality and Safety, we’re sharing some financial consequences and considerations when exploring aged care for you or your loved ones. Unlike what’s served up in some aged care facilities, we’re dishing up some flavour! More on that in this month’s edition of Strategy Talk.

We’re pleased to release the Environmental, Social & Corporate Governance (ESG) Policy for Arrow Private Wealth.

While we are a small, professional and highly personalised business, we believe that we are capable of making an difference. We therefore want to make our impact last, for all the right reasons. This policy affirms Arrow Private Wealth's commitment to long term sustainability in respect of environmental, social and corporate governance issues. 

We welcome your feedback for how we can continue to be a positive influence.

Download our ESG or view below.

August was a relatively strong month for markets, returns for key asset classes were strong, with equities leading the way. Notably international equities had an exceptional period with the MSCI World Ex Australia Index returning 4.14% for the month of August.

It's all about the kids! Child Maintenance Trusts, helping your grand kids and talking money with teenagers.

July was a relatively strong month for markets with the exception of emerging market equities, which continued to show volatility. Despite this, returns for key asset classes were strong, with equities leading the way, posting strong returns for the month.

Responsible lending has been a hot topic in Australia this year. What is it and why does it matter?Your identity is valuable. Do you take appropriate action to keep it safe?A special offer and insight into the breathtaking country of Japan, all in this month's edition of Strategy Talk.

In spite of concerning headlines of late, the global economy has still showed it has positive momentum with the healthy state of the US economy supporting economic growth around the world. That said, potential geopolitical risks are increasing, despite the successful completion of the summit between the US and North Korea towards the beginning of June.

For the first time in 2018, the days are getting longer. It must be tax time. What will you do with your tax refund? How will the federal budget affect your SMSF? Lots to think about in this month's Strategy Talk.

June 2018 Update | Arrow Investment Advisory Board

Australian demography is quickly changing. As is the affordability of housing for our younger generations. Is it a good idea to buy our children a home? Plenty to consider and more, in this month's Strategy Talk.

Despite increased volatility caused by rising geopolitical tensions, the markets generally performed well in May.

The difficulty in forming a government in Italy as well as the U.S. administration’s approach to international affairs prompted investors to shun certain regions of the globe. The exodus weighed on emerging markets but enabled fixed income to record a positive return during the month. In this context, the U.S. dollar rose against a large number of currencies. In return, the economic environment continued to be favourable, thanks to sustained growth and moderate inflationary pressures, and developed markets stock exchanges generally continued to progress.

Arrow Private Wealth is pleased to report that there will an additional fee saving to our clients for funds invested through the Arrow Managed Portfolios on the HUB24 platform.

Global equities made a modest gain in April, as political tensions appeared to soften and the oil price rallied strongly in light of the continuing troubles in Syria and the instability in the region.

In April, North Korean leader Kim Jong-un made a historic visit to South Korean President, Moon Jae-in. There followed a commitment to rid the Korean peninsula of nuclear weapons. The meeting would have been unthinkable at the beginning of the year when North Korea was boasting of being able to reach the US mainland with its rockets: now Pyongyang says it will invite US observers to witness the shutdown of its nuclear site in May.

In Syria, conflict continued to escalate: The U.S, U.K and France fired a barrage of missiles at military targets inside the country following an alleged chemical weapons attack by the Assad regime. The U.S also followed with stiff sanctions against Russia for malign activity, including its support of President Bashar al-Assad and involvement in the civil war.