INSIGHTS
INSIGHTS
Latest Insights
Portfolio Advisory Asset Allocation Review – May 2022
18 May 2022
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Oreana Weekly Economic and Market Commentary – 16 May 2022
16 May 2022
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Perspectives on cryptocurrency
16 May 2022
Cryptocurrencies had a challenging start to May. Terra Luna, a stable coin that had been among the largest market cap currencies, collapsed in May. The currency was pegged to the...
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Oreana Global Markets Review – May 2022
13 May 2022
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Read More Oreana Weekly Economic and Market Commentary – 9 May 2022
09 May 2022
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Read More Oreana Weekly Economic and Market Commentary – 2 May 2022
02 May 2022
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Read MoreMarket Insights
Market Outlook
Perspectives on cryptocurrency
16 May 2022
Cryptocurrencies had a challenging start to May. Terra Luna, a stable coin that had been among the largest market cap currencies, collapsed in May. The currency was pegged to the...
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Bitesize Insights – Rate hikes on the horizon
30 Apr 2022
Global bonds have faced a terrible start to the year. The 6.2% decline in the Bloomberg Global Agg index is the worst start to the year since we have data...
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Rate hikes on the horizon
19 Apr 2022
Global bonds have faced terrible start to the year. The 6.2% decline in the Bloomberg Global Agg index is the worst start to the year since we have data from...
Read More Bitesize Insights – Russia and Ukraine: an update amidst uncertainty
29 Mar 2022
The Russia and Ukraine conflict is a source of significant uncertainty for markets. The Russian presence along the border gave way to recognition by Russia of two separatist regions. That...
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Russia and Ukraine: an update amidst uncertainty
16 Mar 2022
The Russia and Ukraine conflict is a source of significant uncertainty for markets. The Russian presence along the border gave way to recognition by Russia of two separatist regions. That...
Read More Bitesize Insights – A note on recent volatility
28 Feb 2022
Markets have been volatile recently. There has been a lot of challenging news. High inflation. High oil prices. Rate hikes. The end of quantitative easing. The start of quantitative tightening....
Read MoreWeekly Commentary
Oreana Weekly Economic and Market Commentary – 16 May 2022
16 May 2022
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Read More Oreana Weekly Economic and Market Commentary – 9 May 2022
09 May 2022
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Read More Oreana Weekly Economic and Market Commentary – 2 May 2022
02 May 2022
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Read More Oreana Weekly Economic and Market Commentary – 26 April 2022
26 Apr 2022
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Read More Oreana Weekly Economic and Market Commentary – 19 April 2022
19 Apr 2022
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Read More Oreana Weekly Economic and Market Commentary – 11 April 2022
11 Apr 2022
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Oreana Global Markets Review – May 2022
13 May 2022
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Bitesize Global Markets Review – April 2022
29 Apr 2022
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Read More Oreana Global Markets Review – April 2022
11 Apr 2022
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Read More Bitesize Global Markets Review – March 2022
29 Mar 2022
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Read More Oreana Global Markets Review – March 2022
16 Mar 2022
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Read More Bitesize Global Markets Review – February 2022
28 Feb 2022
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Read MorePortfolio Insights
Portfolio Strategy
5 Reasons Why ESG Sustainable Investing Will Pay Off
23 Aug 2021
There has been a misconception that financial investments and social returns don’t always go hand in hand. In the past, investors tended to believe investing with a focus on social...
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Resilience in the face of uncertainty
06 Mar 2020
Investing involves taking on risk We don’t know what the future will hold. But we can usually build a reasonable set of expectations about what might happen. The potential impact...
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Stick to your values
12 Sep 2018
Investing money can be an uncomfortable experience. For me, that discomfort occurs when I decide to challenge the market consensus and the prevailing investment wisdom. The easy option, of course,...
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Portfolio masterclass: diversification
28 Mar 2016
Diversification is one of the most fundamental yet misunderstood concepts in investment management. When diversification is applied well, it is a critical portfolio management tool. However, when used without appropriate...
Read MoreAsset Allocation
Portfolio Advisory Asset Allocation Review – May 2022
18 May 2022
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Bitesize Asset Allocation Review – April 2022
29 Apr 2022
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Read More Portfolio Advisory Asset Allocation Review – April 2022
26 Apr 2022
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Read More Bitesize Asset Allocation Review – March 2022
29 Mar 2022
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Read More Portfolio Advisory Asset Allocation Review – March 2022
21 Mar 2022
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Read More Bitesize Asset Allocation Review – February 2022
28 Feb 2022
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Read MorePerformance Update
Portfolio Advisory Quarterly Performance Update
04 Aug 2020
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Read MoreFinancial Planning
Australian Federal Budget 2022: Australian Expat Summary
01 Apr 2022
With an election around the corner in Australia, the 2022 Federal Budget, like many pre-election budgets, had one eye on the election, focusing on spending and addressing concerns around cost-of-living...
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You and Insurance
07 Dec 2021
Australians generally have a love-hate relationship with insurance. The first image many of us have when we hear the word insurance, could be a stack of policy documents hidden in...
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Age-by-age guide to teaching kids about money
12 Jul 2021
In this article Will Rainey, founder of Blue Tree Savings, goes through the different money topics he feels parents should be teaching their kids at different, indicative only, ages. These...
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Australian Tax Residency Proposed Changes
24 May 2021
The 2021-22 Australian Federal Budget included an announcement that set out to simplify the individual tax residency rules for Australians. A proposal that initially seemed a positive announcement may hold...
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Australian Federal Budget 2021 – Australian Expat Summary
17 May 2021
On 11 May 2021, the Government handed down the 2021-22 Federal Budget, which marked a return to the traditional timing of Budget announcements post Covid. The budget which Treasurer Josh...
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What is UK domicile and why does it matter?
19 Apr 2021
Most countries do not have the concept of domicile, they use residence and/or citizenship to determine personal tax matters. These three constructs are legally different – it is entirely possible...
Read MoreMedia
Middle East’ Full Show | Bloomberg
14 Apr 2022
"Bloomberg Daybreak: Middle East" live from Dubai, connects Asian markets to the European opens. The show focuses on global macro issues with a Middle Eastern context. (Source: Bloomberg) Click here...
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The RBA makes an important step towards restoring its credibility | Ausbiz
11 Apr 2022
Oreana Financial Services’ Isaac Poole returns to discuss central bank aggressiveness, signals from bond markets, whether inflation will begin to moderate in the second half of the year along with...
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The indicator that forewarns of a looming recession | Ausbiz
04 Apr 2022
Isaac Poole from Oreana Financial Services says the RBA faces a tough task at its April interest rate meeting, having to acknowledge the rapid improvement in the Australian economy without...
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Isaac Poole on the Markets | Bloomberg
29 Mar 2022
Isaac Poole, Global CIO at Oreana Financial Services, discusses the latest on the markets with Juliette Saly and Bryan Curtis on Bloomberg Daybreak Asia. (Source: Bloomberg) Click here to listen.
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Engineering a soft economic landing will be difficult | Ausbiz
28 Mar 2022
Oreana Financial Services Isaac Poole returns to talk Fed rate hike plans, hard-landing risks, the carnage in the bond market and whether value is finally emerging in the fixed income...
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The jury’s still out on China | Ausbiz
21 Mar 2022
30 central bank speakers, monetary easing in China, a war in Ukraine and the beginning of those February reporting season dividend payouts are all creating for a ripe markets environment...
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Investment Governance and Best Practice Stewardship
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2020 Medium-Term Global Outlook
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