Our investment partner Elston have provided the following update. In this edition, Portfolio Manager Leon de Wet, provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Click here for video
Needless to say, 2020 was an eventful year. So, what’s next? George Lin from the Colonial First State Investments team shares his outlook for the year ahead. ECONOMICS After suffering a sharp decline in Gross Domestic Product (GDP) in 2020, we anticipate the global economy will continue to recover in 2021 – particularly in more […]
Last month we had the opportunity to help out one of our clients who lost her job as a result of the global pandemic. Cindy’s work ended on June 30 – something she told us in her regular review – and so we were able to have a very timely conversation about a range of […]
With the August reporting season now behind us, our investment partner Elston Asset Management Portfolio Manager Justin Woerner discusses the major themes that emerged, how the Australian equity component portfolio fared, current portfolio positioning and a brief outlook. Please click here to access the video.
Source: NAB (Alan Oster, Chief Economist) While Bushfire impacts have been catastrophic for those directly involved we have used the Business Survey panel to try and judge the broader impact of the bushfires on the general economy. Although there’s no doubting the devastating impact upon local businesses in bushfire affected areas, key results suggest that […]
Written by George Lin, Senior Investment Manager, Colonial First State The Novel Coronavirus is the black swan no one saw coming – one that has made investment markets exceedingly volatile in recent weeks. George Lin, Senior Investment Manager at Colonial First State, explores the potential impacts of the epidemic on economies and financial markets. WHAT […]
We all recently got together to celebrate the Engagement of Director Jessica Waller and her partner Benjamin Woods. It was an amazing night of celebrations and team at Bridge could not be more happy for her. Congratulations Jessica.
Elston Asset Management has announced a strategic partnership with Sydney-based boutique wealth management firm Bridge Private Wealth to launch a private label managed account offering via HUB24. https://www.moneymanagement.com.au/news/funds-management/elston-asset-management-launches-new-sma-hub24
Dear Clients, The Labor Government announced last week that if elected, they plan to remove refundable franking credits attached to company dividend income from 1 July 2019. This has naturally raised some concerns across a range of clients primarily being, how does this affect me now or in the future? Whilst this topic has received […]
In light of the legislative changes as at 1st July 2017 relating to the maximum amount of wealth being $1.6m (transfer balance cap) an individual can inject into the superannuation environment, the following simple example illustrates earlier the better when maximising superannuation benefits. Most Australians are aware of this simple concept, however these changes in our […]