Malhi Private Wealth

07/08/2024

Key views:
- Recession fears, worries over tech valuations and the rapid unwind of yen-funded trades are hurting global stocks.
- Risk assets could recover as recession fears are alleviated.
- We stay overweight U.S. equities, driven by the AI mega force, and Japanese stocks.

Key views: - Recession fears, worries over tech valuations and the rapid unwind of yen-funded trades are hurting global stocks. - Risk assets could recover as recession fears are alleviated. - We stay overweight U.S. equities, driven by the AI mega force, and Japanese stocks.

14/05/2024

Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2024 as delivered overnight.

Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2024 as delivered overnight.

06/10/2023

06/07/2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

01/06/2023

With the end of the financial year looming, now may be a great time to start thinking about your tax. There are a number of things that you may be able to do between now and 30 June that could potentially help you maximise your tax refund. Here’s a look at some options to consider.

With the end of the financial year looming, now may be a great time to start thinking about your tax. There are a number of things that you may be able to do between now and 30 June that could potentially help you maximise your tax refund. Here’s a look at some options to consider.

07/03/2023

Electric vehicles (EVs) have been a hot topic in recent times, often touted as the way of the future but up until fairly recently, were not a realistic or affordable option for everyday people. But with their prices gradually falling and accessibility growing, combined with high fuel prices and consumers becoming more conscious of their environmental impact, is it time to accelerate into electric?

Electric vehicles (EVs) have been a hot topic in recent times, often touted as the way of the future but up until fairly recently, were not a realistic or affordable option for everyday people. But with their prices gradually falling and accessibility growing, combined with high fuel prices and cons...

20/01/2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - Will the much-anticipated recession eventuate? If so, how much does it matter? - US and Australian economies still look strong based on growth and employment data - US inflation appears to have peaked (for now) - China abandons zero- Covid policy and is experiencing a significant rise in case numbers.

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - Will the much-anticipated recession eventuate? If so, how much does it matter? - US and Australian economies still look strong based on growth and employment data - US inf...

05/04/2022

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - US inflation pushes higher and the US Fed starts hiking interest rates - The Ukraine invasion by Russia has not escalated beyond expectations but has become more protracted - Commodity prices and $A bounce on the Ukraine invasion and Australian economic data very strong - The world re-opens despite Omicron and now BA2 but lockdowns in China continue to impact supply chains - China economy bounces back from a weaker second half of 2021 - We hope you find this month’s Economic Update as informative as always. If you have any feedback or would like to discuss any aspect of this report, please contact me.

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - US inflation pushes higher and the US Fed starts hiking interest rates - The Ukraine invasion by Russia has not escalated beyond expectations but has become more protracte...

30/03/2022

Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2022 as delivered overnight.

Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2022 as delivered overnight.

25/02/2022

In this update we provide an overview of the market volatility and the impacts of the Russian invasion of Ukraine.

In this update we provide an overview of the market volatility and the impacts of the Russian invasion of the Ukraine.