Category: Pro Invest

The investment market in 2023 was strong – unlike the year prior – largely thanks to an impactful December quarter. It’s a great example of the need for patience and a reminder of the importance of a long-term view when investing. The positive returns were driven by what we’re calling the “everything rally” – a perfect storm of equities rallying...

Artificial Intelligence, or AI, is a global fixation – one that has driven the Nasdaq to outperform every other major world equity index this year. AI is having its moment, and a knock-on effect of its popularity is that semiconductor companies have reemerged in the spotlight as one of AI’s crucial initial beneficiaries. Semiconductors are the elements that conduct electricity...

At times of market and economic uncertainty, combined with relatively low expected returns for many asset classes, we should consider more widely the assets we hold. It’s important to have a portfolio strategy, designed with discipline, embracing market opportunities while preparing for the unexpected. There are several components of a well-constructed portfolio, including a robust strategic asset allocation that’s consistent...

The pandemic and the recent relaxation of restrictions continue to reverberate through the global economy and cloud the outlook. For insight into what may lie ahead, Jarden investment strategist and economist John Carran shared his thoughts, at the time of writing on 18 November 2022. Through the haze, we see potential improvements in inflation but also see the global economy...