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QUARTERLY INVESTMENT UPDATE FROM THE AAN INVESTMENT COMMITTEE – Q3 2023

Central bank’s aggressive approach to combating inflation, characterised by significant rate hikes, did not stall the economy as anticipated by the markets. The market’s eagerness for a slowdown has been overtaken by its desire for expansionary monetary policy.

Despite signs that the central banks remain firm against inflation, equity markets maintained an optimistic stance, hoping for rate cuts to prevent an economic downturn. The recent earnings season showed positive results, but forward guidance from companies remained uncertain, hinting at potential economic slowdown concerns.

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QUARTERLY INVESTMENT UPDATE FROM THE AAN INVESTMENT COMMITTEE – Q2 2023

Global central banks hike rates amidst rising core inflation. Investors brace as economy cools. Equities soar despite the turbulence.

Unruly ride in US equity markets driven by mega cap tech stocks (Apple, Microsoft, Amazon, Nvidia, Alphabet), boosting S&P 500, Nasdaq to a record 37% 6-month return, and Apple’s $3 trillion market capitalisation triumph. Artificial intelligence hype soars, but investors should tread carefully with overpriced stocks.

The material change to select portfolios this quarter was the addition of the DNR Capital Australian Equities High Conviction Strategy to replace the Bennelong Australian Equities portfolio in the Core, Growth, and Australian models. Other changes were limited to adjustments to benchmark allocations.

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The AAN Investment Committee working behind the scenes

In our recent blogs we mentioned the AAN Investment Committee had been very active through this recent downturn. 

This sort of event can provide an opportunity and the attached information will give you a fuller explanation of the restructuring and repositioning that occurred towards the end and during the re-weight of the March Quarter. 

This is for your information only and is a little technical, however we hope it provides a deeper understanding of the work that is going on behind the scenes.

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ETFs Coming of Age

In today’s world, it seems there is nothing more difficult to achieve than consensus. With almost every topic a matter for partisan debate, asking a group of people to respond to a common piece of stimulus will typically result in a range of reactions, no matter how straightforward that stimulus might appear.

Put it to a group of Australians that the sky is blue and you’re almost guaranteed to be faced with a diversity of views.

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Life after the Election

This week at AAN, we were fully expecting a Labor party led by Bill Shorten to be heading to the lodge and their agenda to start being factored into our strategies…

The concern was always that the ALP had already flagged a mini budget in September, which would have meant at least another four months of uncertainty and then looking at the impacts of the changes they were going to introduce.

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IMPORTANT UPDATE: AAN Asset Management

AAN Asset Management (AANAM), the investment advice subsidiary of Australian Advice Network Pty Ltd, has grown rapidly since its introduction in January 2016.  The AAN Models now manage almost $400Million.

The existing investment committee, made up of senior practioners and directors within the license, has always sourced input from external advisers however; these advisers did not have designated roles or voting rights.

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What does the Hayne Royal Commission mean to you?

With a great deal of anticipation and no small amount of speculation, Commissioner Hayne has released his findings and recommendations from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.  

He has made 76 recommendations and other than one contentious point in regards to mortgage broking and upfront commissions, both of the major parties have said they will accept and implement them.

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Vanguard talks working with AAN

AAN Asset Management and its investment committee work closely with managers such as Vanguard (See Video) who have a proven track record in achieving index returns and delivering cost reductions to clients. Utilising  Vanguard with active managers allows us to provide very competitively priced solutions without sacrificing return.

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Best New Licensee

“This award recognises the financial planning Licensee that has created the most effective business from the start-up phase.  Based on business growth metrics and the support of individual advisers, the award considers the activities, strategies and actions of the group in terms of adviser recruitment and retention, as well as the success of individual advisers in supporting the group’s overall growth and development”

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Summary of Super positions post-election from the FPA

We now have an election result which in normal circumstances would mean we have a clearer understanding of the policy direction over the next few years.  This result, however, means there will be a lot of negotiation before we see the final position on issues such as the controversial superannuation changes proposed by the Government during the May budget.

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AAN Launches

The Australian Advice Network has successfully applied for and received approval from ASIC to begin providing financial services in Australia. This day commemorates the commencement of a fresh new Financial Services Licence based around exciting client centric advice. All involved parties that have been working towards this day are very excited about the future of the group.

Get In Touch

If you have any questions or you would like to speak with one of our Advisers, get in touch with us and we will get back to you as soon as possible.

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