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Investment advice

A safe pair of hands in a world full of opportunities

Growing your wealth

The prospect of growing your wealth and building a legacy is undeniably exciting. And we’re proud to help individuals and families from many walks of life do just this.   

Navigating complex and ever changing markets is easier with a guide. A trusted JBWere adviser will bring access and expertise to these important financial decisions. 

We will map out a comprehensive plan to capture your risks, goals and timings. This gives us a strong foundation on which to build a tailored asset allocation strategy, recommend and deliver an appropriate mix of investments, keep track of your portfolio and provide ongoing guidance and advice.

Insights

JBWere’s Australian Equities Update: 2024 Review and Outlook

For the 12 months to the 30th of November 2024, the ASX200 returned almost 25%. Looking forward, we expect returns to be lower in 2025. In this note, we look at the year that’s been and what investors can expect in 2025.
17 December 2024 2 min read

JBWere’s Portfolio Strategy: Living local, investing global

In the latest Portfolio Strategy note, we look at FX implications for domestic investors today. Both in domestic stocks as well as offshore. From our perspective, the setup hasn’t looked like this for many years. Given the large increase in direct offshore equity exposure, we think it an opportune time to carefully consider drivers of FX risk and hedging profiles.
17 December 2024 2 min read

JBWere’s Fixed Income Strategy: No Surprise in APRA Announcement, Market Has Moved On

Confirmation by the Australian Prudential Regulation Authority (APRA) on 9 December 2024, that it is to proceed with its plan to phase out Additional Tier 1 (AT1) capital instruments for banks (i.e. hybrids) is in line with its previously announced proposal released on 10 September 2024. We believe the confirmation is unlikely to have a material impact on the ASX-listed hybrid market as market pricing already reflects the prospect of a shrinking market. In a recent note, the Fixed Income team discuss the takeaways from an investment perspective.
16 December 2024 3 min read

JBWere’s CIO View: 2025 outlook: Many questions, some answers

This week, we delve into the outlook for 2025. When we think about what might be new or different in 2025, the policies of the incoming Trump administration are probably front of mind for most investors. We also start the year with elevated equity market valuations in the US, and minimal anxiety about the trajectory of the economy. This is quite a different starting point compared to previous years.
12 December 2024 3 min read

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