Covid-19 cases continue to build globally, with around 114 million reported cases at the start of March, but the vaccine narrative is propelling the economic recovery forward, even as some regions face logistical headwinds. Fiscal and monetary policy remain extremely accommodative and are helping households and businesses through the final stages of the pandemic.

Markets globally were strong until mid-February when rising yields spooked investors, raising the prospect of inflation. Despite the carnage in bond markets, many equity markets still delivered sound returns for the month of February.

[VIDEO] Private Client Adviser Mathew Ashton outlines the upcoming indexation change to superannuation Transfer Balance Caps.

[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

The pandemic still looms large across the global economic landscape, with over 100 million confirmed Covid-19 cases worldwide at the start of February. The gradual rollout of vaccines is offering hope that a new normal can be achieved despite early logistical roadblocks and shortages in some regions. The Covid-19 situation in the US is improving while Europe is bringing new outbreaks under control.

[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.

December saw an end to 2020 and as we are all aware it was a unique year for so many reasons. The pandemic kick-started a rapid decline in markets followed subsequently by an unparalleled policy response from governments & central banks globally which saw declines quickly reverse as more optimism was found by investors.

A cursory glance at major asset class investment returns for the year 2020 as a whole may reveal little that was exceptional. Many “balanced” investment strategies produced rates of return quite close to longer terms averages and expectations. The fixed interest asset class generated just under 5% for the year, with a basket of local and global equities producing a similar result (subject to currency hedging levels).

MARKET OVERVIEW

November was a strong month globally for equity markets as momentum continued following the US election.

The easing of Covid-19 restrictions locally, a string of better-than-expected economic data, and positive news from vaccine trials all contributed to the rally.

[VIDEO] The entire team at Arrow wish you and your family a safe, enjoyable and relaxing Christmas break.2020 is almost over, thank goodness! We're looking forward to seeing you face to face in the New Year.

[VIDEO] The Victorian lock-down is over and we're returning to a (Covid) normal life. So for a bit of fun and in support of the Kick-Start Vic campaign, our team put this little video together

Until recently, once you reached age 65, you could no longer contribute to superannuation unless you satisfied the “work test” (with a few exceptions).

[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.

MARKET OVERVIEW

A mixed month for markets globally as each market faced its own challenges. Both the Australian market as well as emerging market economies performed well in October as easing restrictions brought life to markets.

In contrast to the Australian experience, global markets were down in October due to resurgent COVID-19 cases in Europe and the US, while an uncertain presidential election added to volatility in US shares.

[VIDEO] Following the Arrow Investment Advisory Board meeting for October 2020, Portfolio Manager, Nick Emery, is joined by Investment Analyst, Ryan Synnot to discuss the recent changes to the defensive side of their portfolios, the expected implications of a concluded US election and unlisted assets as a means to reduce volatility in a portfolio.

Australian shares followed global markets down through September as the focus shifted to the uncertain path of recovery and the ongoing public health risks due to the pandemic.

The global recovery continues to progress as economies gradually emerge from lockdown, however, significant uncertainty remains about the possible path the pandemic could take and the timeline for vaccines to be made available to the public.

[VIDEO] Arrow Private Wealth Portfolio Manager, Nick Emery, is joined by Investment Analyst, Ryan Synnot to discuss equity market conditions following the Arrow Investment Advisory Board meeting for September 2020.

[VIDEO] A brief introduction to the world of socially responsible investing.

August was a strong month for equities globally as markets continued their rally throughout the month.

Globally, the economic recovery continues, following severe contractions in the first half of 2020. However, growth is uneven across countries and regions, with fears of a larger second wave dampening hopes of a sustained rebound.