Latest news, podcasts and updates.
The world is complex, it’s constantly evolving and adapting.
Our market and economic updates aim to keep Lifewealth clients informed of not only what changes are happening, but how we’re reacting to those changes.
Our goal is to illustrate, in an accessible way, that the balance between shifting short-term noise and long term strategies is as similar for economies, as it is for your own financial circumstances.
Economic and Market Update: US Election
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Hardwood discuss the ongoing impact of COVID-19 and the US election cycle on portfolios and client objectives.
Webinar wrap-up: Winds of Change
On Thursday 15 October we held our first ever Economic and Market update online via a webinar. If you missed out, we’ve wrapped up key take outs.
Co-founder Paul McKernan announces his retirement
We are very happy to announce some changes that Paul McKernan is making in his professional life and his role with Lifewealth from the end of November this year.
Economic and Market Update: Pandemic and US election cycle
As we see COVID-19 cases spike from an apparent second wave in Europe, and other regions globally, Head of Investment Committee James Vandeloo provides an update on investment markets and the economic impacts from the pandemic event and the US election cycle.
Economic and Market Update: Low interest rate environment
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Hardwood discuss the ongoing impact of COVID-19 and the implications of the low interest rate environment on portfolios and client objectives.
Economic and Market Update: Evolving conditions from COVID-19
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Harwood discuss the evolving market conditions during the period of COVID-19.
Economic and Market Update: Easter break check-in
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Harwood give an update on the evolving market conditions around the Coronavirus.
Economic and Market Update: Evolving market conditions
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Harwood give an update on the evolving market conditions around the Coronavirus.
Economic and Market Newsletter: Coronavirus
James Vandeloo, Head of the Lifewealth Investment Committee, provides another update on global markets and the outlook for investment portfolios in this COVID-19 period and beyond.
Tax Update: Coronavirus relief packages
Over the weekend the Federal and State Governments both announced additional relief packages and other measures that will be of benefit to our small business clients and, to some extent, retirees.