The Australian equity market experienced a decline in October due to higher bond yields and a contraction in PE multiples, alongside a subdued earnings outlook projecting negative EPS growth over the next year. In international markets, global equity also saw a decrease in the same month, with bond yields on the rise and geopolitical tensions contributing to the uncertainty. Emerging markets declined as well, with Chinese equities facing continued challenges despite attempts by Chinese authorities to support the market and boost infrastructure spending.

In the complex landscape of financial planning, the right investment vehicle is key to navigating towards your financial goals. At Arrow Private Wealth, we're committed to helping our clients understand their options. Below is an insightful comparison of various investment vehicles, complete with a detailed scoring system across critical factors.

When it comes to managing wealth, affluent individuals often have a unique set of concerns and priorities. While each client may have their own financial dynamics and goals, they frequently share common concerns when it comes to preserving and managing their wealth. In this piece, we will delve into the five key financial concerns of the affluent and explore strategies to address them effectively.

In the journey of life, one of the most significant transitions many of us will face is the move into aged care. While it's an inevitability for some, for others, it's a situation they must consider for their elderly parents or relatives. The importance of planning for aged care cannot be overstated. This article is dedicated to raising awareness and encouraging early consideration of this crucial life stage.

In Australia, the equity market faced losses in the month and quarter, with a subdued earnings outlook for the next 12 months, while the RBA refrained from raising interest rates. In the US and developed markets, global equity markets declined in September, mainly due to the surge in bond yields, shifting focus from economic resilience to higher Fed fund rate projections. In emerging markets, a decline occurred in September, driven by poor performance in China's equity market, where policy uncertainty and ailing property sectors contributed to a significant discount compared to global developed markets.

We're pleased to share that Peter Leggett has once again been named as one of the Barron's top 100 Financial Advisers for 2023. Barron’s is a 101-year-old American magazine for investors. The ranking is both a guide to consumers looking for an adviser and a scorecard that advisers can use to measure themselves against one another. Congratulations to Peter.

The third quarter of 2023 saw a breakdown in the years' trend as market momentum was challenged. Global mega caps have provided a strong tailwind for performance year to date, masking many of the challenges seen across other asset classes and subsets of the equity market. This trend continued throughout July & August as positive sentiment lifted equity markets higher until a rally in bond yields saw steam come out of markets toward the quarter’s final weeks.

A binding death benefit nomination (BDBN) is a critical tool when it comes to ensuring that your superannuation funds are distributed to your chosen beneficiaries upon your passing. In this guide, we'll explore the importance of BDBNs and provide tips on how to make the most of this option within the Australian superannuation system.

In August, the Australian equity market underperformed global markets, while the Reserve Bank of Australia maintained steady interest rates. Global equities faced challenges due to rising bond yields, and US earnings declined. In emerging markets, China's policy stimulus disappointed, and other economies struggled amid global trade uncertainties and weak economic data.

The Australian equity market slightly underperformed global equities once again, rising 2.9 per cent in the month, taking the year to date gain to 7.5 per cent.

A trend is emerging where grandparents and parents alike are stepping up to support their loved ones' private school education. This shift underscores the importance of thoughtful financial planning and strategic decisions.

Global equity markets experienced a mixed performance in June, with Australian equities rising only 1.8 per cent, lagging behind the global rally of 6.1 per cent.

The second quarter of 2023 brought continued performance for investment portfolios as international equities continued to build on their momentum from the first three months of 2023.

Investing is a smart way to make your money work for you, but if you truly want to maximise your returns, you should consider the power of compounding. Compound investment returns have the potential to significantly boost your wealth over time, thanks to the magic of exponential growth.

The MSCI World ex-Australia index declined by 0.9 per cent in May, cutting the year to date return to 8.8 per cent. A decline in the AUD meant the global market index in AUD terms rose 1.2 per cent. However, there was interesting divergence within the broader market indices.

One notable change is the introduction of a 10-year Debt Levy aimed at businesses with an annual Australian payroll exceeding $10 million. The levy aims to assist in debt recovery, resulting in higher payroll tax bills for around 4,000 SMEs and large businesses, as well as increased land tax bills for approximately 380,000 landowners.

As of July 1, 2025, a significant change is likely be implemented in the Australian superannuation landscape with the introduction of a $3 million super balance cap. This cap is expected to have varying effects on different generations, with Generation Y likely to be more negatively affected than Generation X or Baby Boomers. In this article, we will explore the implications of this cap on member contribution decisions and how it may influence retirement planning strategies.

The volatility that had characterised the last few months in equity and bond markets subsided in April, underpinning a slight bid tone to most assets. A combination of declining inflation, expectations of a peak in central bank hawkishness and better than expected earnings results helped push equity markets higher despite lingering risks of recession.