Insights
House Prices - A Balanced View
You would be hard-pressed to find a more disliked public figure than Reserve Bank of Australia (RBA) Governor Philip Lowe. The RBA has hiked interest rates for eight consecutive months, taking the cash rate from 0.10 per cent to 3.10 per cent. This comes after Lowe assured borrowers as recently as November last year that the conditions for a rate rise weren’t expected until 2024. Compounding the pain, inflation is 6.9 per cent, eroding savings buffers and disposable incomes.
Three Investor Lessons from The FTX Collapse
Digital assets and cryptocurrencies are not something we pay much attention to at Lawrance Private Wealth. Our view is that crypto is un-investable due to its highly speculative nature and little if any regulatory oversight. We also don’t see a repeatable and methodical way to determine intrinsic value, which is how we evaluate the investment prospects of other asset classes like equities, fixed income and property.
Opportunity in economic turmoil
The latest IPCC report says that within a decade, global warming could push temperatures to 1.5 degrees above pre-industrial levels - even in the BEST case. For investors, this means jumping on the ESG buzzword but it doesn't mean it's all just hype. Sam says the report presents opportunities to get in now. From lithium stocks to ETFs, FAANG names to clean energy players, Sam says there are many more ways to win from this ongoing trend.
The UN's climate warnings show an entry point for ESG investing
The latest IPCC report says that within a decade, global warming could push temperatures to 1.5 degrees above pre-industrial levels - even in the BEST case. For investors, this means jumping on the ESG buzzword but it doesn't mean it's all just hype. Sam says the report presents opportunities to get in now. From lithium stocks to ETFs, FAANG names to clean energy players, Sam says there are many more ways to win from this ongoing trend.
US earnings: a recap from July 2021
Adam previews a busy and exciting night of US earnings - while keeping an eye on opportunity as it presents itself here at home. Adam is watching out for Tesla, Lynas Corp and Rio Tinto, the latter kicking off the big overnight earnings with an expected half year in the vicinity of $US22 billion profit.
Mid-cycle portfolio construction
Adam gets straight into it with Mr D Scutt of no fixed address with a cracking walk-though of mid-cyclical portfolio construction. This is exactly the kind of interview that offers genuine insights into the way these kind of investors are thonking, technical, strategic but entirely accessible. We head to the states, we talk large-cap tech stocks, we analyse defensive positions via the USD. And of course... sweet, sweet volatility
Managing risk as the markets climb higher
Sam Colman Lawrance Private Wealth adds his two cents on the on the debate that's gripping a nation - inflation - and how to manage your risk as the market gets a tad toppy.
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