CIO Insights

Each year, U.S central bankers, economists and global policy makers gather for a symposium in Jackson Hole, Wyoming.  The agenda typically sets the direction across a range of fiscal and monetary outcomes for the year ahead.

July 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

If you have read updates from La Trobe Financial over many years, you will have heard us provide, again and again, very simple wealth creation measures: Patience, Simplicity & Diversification. We preached these messages because again and again, at all levels, these simple tenets of creating wealth work. While we have tended to focus on the micro, let’s look at the bigger picture and the opportunity which exists for those who can get it right.

Planning, and then implementing that plan, is the foundation of success; with small steps, taken consistently over a lifetime making a big difference.  So we all need a financial goal, or north star.  And what better time than the beginning of a new financial year to consider our goals, or reflect to see whether we are still on track.