[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.

The COVID-19 pandemic has certainly accelerated the already rapid transitions taking place in both the global economy and society, creating strong growth opportunities.

In 2019, the Federal Government relaxed the rules applying to the Pension Loan Scheme (PLS). The PLS is a Government provided reverse mortgage scheme administered by Centrelink. It can provide a fortnightly, tax-free income stream using your equity in your home or other property.

Director and Private Client Adviser Judy Schmidt shares some facts and figures about the positive impact the Pengana WHEB Sustainable Impact Fund has delivered during 2019. Areas of progress include cleaner energy, increased resource efficiency, improved water management and recycling.

Director and Private Client Adviser, Judy Schmidt, shares a brief overview and review of four areas relating to superannuation contributions. Those areas include:

Minimum pension reduction

Work test amendment

Downsizer contributions

Spouse contributions

July was a modest month for equity markets as positive returns were enjoyed in many markets globally. Emerging markets led by China, were the stand-out performer as the country leads the economic recovery globally.

Managing Director Peter Leggett explores how Asia and its developing economies could lead the global economic recovery in a post-COVID world.

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.

The team at Arrow Private Wealth proudly supports the #whatweneedtodo campaign, a community driven message to encourage Australians, in particular Melbournians, to do what we need to do to help stop the spread of COVID-19.

June was a mixed month for equity markets with Australian large cap stocks producing a positive return whilst smaller companies and international equities were negative in Australian terms. Emerging markets were the best performers off the back of strong Chinese equity market performance.

Despite heightened volatility and ongoing uncertainty around how governments will manage the reopening of the economies globally, equity markets enjoyed a strong month as momentum continued to build.

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.

The world economy remains in the grip of the COVID19 shock. Governments are deploying stimulus measures, including extensive employment subsidies to retain worker-firm relationships.

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.

In March, the coronavirus outbreak stole all the headlines, giving us almost hourly updates as it transformed our lives. We saw ‘unprecedented’ use of the word unprecedented as global economies were forced into hibernation. Inevitably, there was a serious impact on world stock markets, which have suffered their worst quarter since 1987.

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.

The focus over the past month has been almost entirely on the Coronavirus outbreak. New cases of the virus began to appear globally in February which has spread fear both across the globe and investment markets. Although markets were resilient for most of the month there were sharp falls towards the end of the month.

Following a very strong 2019, Australian markets showed no signs of slowing down throughout January as the market posted its strongest return since February 2018.