Insights

Lachlan Jensen Lachlan Jensen

Will GLP-1s Cure Obesity?

GLP-1s have exploded in popularity after users discovered one of the side effects was dramatic weight loss. This has sent both pharmacies and financial markets into a frenzy over what impact this potential wonder drug will have.

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Lawrance Private Wealth Lawrance Private Wealth

Reporting Wrap: Coles and CBA

August was a busy month for Australian investors with the majority of ASX-listed companies reporting. Here we provide an overview of two current portfolio holdings CBA and Coles.

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Lachlan Jensen Lachlan Jensen

Reporting Wrap: BHP & James Hardie

August was a busy month for Australian investors with the majority of ASX-listed companies reporting FY23 results. Here we review the results and key investor takeaways of current portfolio holdings BHP and James Hardie.

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Lawrance Private Wealth Lawrance Private Wealth

2022 Review & 2023 Outlook

If there is one word to describe the calendar year 2022, it would be volatile.

Markets largely moved in response to two macro variables: inflation and interest rates. It became clear early in the year that inflation was not in fact, transitory. Record-low employment, populations eager to spend after two years of intermittent lockdowns and pandemic-induced labour and shipping constraints created a perfect storm where demand exceeded supply. The Russia-Ukraine war only exacerbated these factors.

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