In our latest investment update, Ray Djani joins Tom McDonald and Brad Matthews to discuss the implications of this week's US election result and what it means for global economies and investment markets and on how we position client portfolios. Tom also shares learnings from his recent trip to the US where he met with investment managers in San Fransisco and attended an "Alternative Investments" Conference in Los Angeles where he gained some invaluable insights into US growth and the scale of AI related investments.

Click the video below:

In our latest investment update, Brad Matthews joins Tom McDonald to discuss Financial Markets and Outlook for 2024. Brad Matthews is the Chair of the Cardena Investment Committee and Tom McDonald is a Director and Senior Adviser of Cardena Private Wealth. Click on the video link below for insights.

In our latest investment update, Brad Matthews joins Jonathan Kilborn to discuss what it means to be investing in a recessionary environment and whether recessions are good or bad for portfolios? Brad Matthews is the Chair of the Cardena Investment Committee and Jonathan Kilborn is a Director and Senior Adviser of Cardena Private Wealth. Click on the video link below for insights into how Cardena positions portfolios to deal with the positive and negative factors present during recessionary times.

Throughout our lives we make choices about where to live, largely driven by lifestyle, work or family. However, as we get older, our health or increasing levels of frailty may have a greater impact on these choices and our ability to live independently.  Where we live is not just a decision about physical location but how we can access our community, appropriate levels of care and support services. 

It's also important to understand what is affordable in retirement as well as how the daily routine of retirement living can be managed.

Cardena Investment Committee Chair, Brad Matthews, speaks with Aaditya Thakur SVP Portfolio Manager from PIMCO, to discuss the peak in interest rates. 

As you get older, bringing support into your home can help you to remain independent for longer and improve your quality of life. But understanding how to access aged care services can be hard to navigate, and the wait for government funded home care services can be long.

While most people will not need to consider aged care until later in life, it’s comforting to know that there are different types of aged care services on offer to support specific aged care needs. 

Cardena Investment Committee Chair, Brad Matthews, speaks with DNR Capital Chief Investment Officer, Jamie Nicol, to discuss the impact of economic and equity market conditions. Jamie shares his insights on challenges in global and Australian markets and how these impact his investment decisions. 

No-one likes thinking about getting old, but at what age should you start thinking about life after work, and planning your retirement? Unfortunately, many people who are approaching retirement age never give their future financial situation or needs a minute of thought until their personal circumstances find them lying in a hospital bed, often after suffering a fall or chronic illness that forces them to start relying on their retirement income long before they intended.

July saw markets continue to worry about the global growth profile. Some key readings of economic activity in June were lower than in previous months, leading markets to revisit the “peak growth theme”. Potential disruption from the accelerating Covid-19 waves around the world added to these concerns. This narrative outweighed some stronger than expected inflation figures.

Download the report to read the full economic snapshot.