Liquidity supports markets; gold strengthens on demand; favour quality sectors, avoid debt-heavy consumer discretionary stocks amid uncertainty.

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Client Seminar Series – May 2026

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.

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Why David sees a classic “V‑shaped war bottom” for markets

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.

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Tax changes spark flight to advisers

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.

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