Client Seminar Series – May 2026
In our recent Client Seminar Series, we focused on the major forces shaping markets, portfolios and wealth planning in 2026.
Why did Aussie market missed the AI rally?
Global equities stage as one of the fastest V-shaped recoveries on record, with the S&P 500 erasing a 10% drawdown.
Tax changes spark flight to advisers
Jim DeCarlo outlines a shifting macro and wealth management landscape in Australia, particularly for ultra-high-net-worth families.
Why David sees a classic “V‑shaped war bottom” for markets
Geopolitical shocks signal V-shaped rebound; inflation risks rise; stay invested to avoid missing market recovery gains.
David says most markets are like a “Boxing Day sale”
Oil shock drives inflation higher; Asia exposed; gold hedges risk while equities remain attractive long-term investment play.
Is there a bubble brewing in the US?
Elevated valuations persist; tech stronger than past cycles, ASX income-led, private markets offer selective growth opportunities ahead.
How We
Engage
Our relationships tend to begin quietly. Through an introduction.
A recommendation. A sense that there may be alignment.
We prefer to start with a thoughtful conversation, and let the rest unfold naturally.
