GP Wealth speaks with Dr David Allen of the Plato Investment Management to explore how a long-short global equity strategy can balance growth and preservation. In this conversation, Dr Allen shares insights on performance, risk management, and the innovative use of AI to identify opportunities and protect investors.
Australia’s economy is showing renewed strength with growth supported by household spending and investment. This shift creates opportunities for small caps and cyclicals, with early signs of a rebound as rate cuts begin. Our latest insights outline the investment implications, sector positioning and portfolio strategies to help investors navigate the cycle with confidence.
August 2025 delivered fresh market highs and renewed risks. The RBA cut rates again, pushing the ASX 200 to record levels, while global equities rallied on resilient earnings and AI-driven momentum. Yet inflation pressures, housing strength, and escalating US tariffs added volatility. In this month’s GP Wealth Market Snapshot, we unpack the key drivers across Australia, the US, and global markets, and highlight what investors should watch heading into September.
The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.
In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.
GP Wealth speaks with Dr David Allen of the Plato Investment Management to explore how a long-short global equity strategy can balance growth and preservation. In this conversation, Dr Allen shares insights on performance, risk management, and the innovative use of AI to identify opportunities and protect investors.
Australia’s economy is showing renewed strength with growth supported by household spending and investment. This shift creates opportunities for small caps and cyclicals, with early signs of a rebound as rate cuts begin. Our latest insights outline the investment implications, sector positioning and portfolio strategies to help investors navigate the cycle with confidence.
August 2025 delivered fresh market highs and renewed risks. The RBA cut rates again, pushing the ASX 200 to record levels, while global equities rallied on resilient earnings and AI-driven momentum. Yet inflation pressures, housing strength, and escalating US tariffs added volatility. In this month’s GP Wealth Market Snapshot, we unpack the key drivers across Australia, the US, and global markets, and highlight what investors should watch heading into September.
The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.
In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.
The September 2025 edition of The Research Monitor features exclusive insights from leading investment minds, including Martin Crabb and Jules Cooper. Explore Q2 performance highlights, stock recommendations, and forward-looking perspectives on enterprise AI, digital disruption, and income strategies tailored for sophisticated investors and C-suite decision-makers.
In GP Wealth’s July Market Update, we explore key opportunities and risks shaping the second half of 2025. From overvalued stocks like CBA to undervalued sectors such as healthcare, uranium, AI, and gold, discover how sophisticated investors can strategically grow and preserve their wealth in today’s dynamic market.
The uranium sector is emerging as a compelling opportunity for long-term investors, driven by rising global nuclear energy demand, the growth of Small Modular Reactors (SMRs), and the surging power needs of AI data centres. While uranium prices have pulled back from recent highs, sector fundamentals remain strong, with demand expected to outpace supply beyond 2033. Australian investors can gain exposure via ASX-listed uranium stocks like Paladin Energy (PDN) and Boss Energy (BOE), or through diversified ETFs such as URNM.ASX.
Martin Crabb, our Chief Investment Officer, recently shared his latest Monthly Macro update—offering an in-depth analysis of the current market environment, evolving investment opportunities, and significant macroeconomic trends shaping the global economy.
In this video, Martin explores the forces driving equity and bond markets, the implications of shifting interest rate policies, and the sectors poised for growth in the months ahead. His insights provide valuable guidance for navigating today’s complex investment landscape and positioning portfolios for both resilience and long-term returns.
Ron Lambert from The Lambert Group shares why life insurance is an often-overlooked but essential safeguard for individuals and families. From ensuring your loved ones can stay in their home, to replacing lost income due to illness or disability, the right cover can make all the difference. A complimentary insurance health check can uncover cost savings, better policy definitions, and the right mix of life, TPD, trauma, and income protection. Whether you’re a young family protecting your mortgage or a retiree leaving a legacy, adequate cover ensures your family’s future is secure.
For experienced investors, clarity on what you’re paying for is more than compliance — it’s a strategic edge. In this video, Brendon Gleeson, Senior Private Wealth Manager at GP Wealth, breaks down advisory fees and explains how GP Wealth aligns its fee structure with performance and value. From platform costs to investment management and strategic planning, discover how a transparent, integrated approach can help you grow and preserve wealth with confidence.
Private Wealth Adviser Barton Lynch and Phillip Joseph, Vice President of Client Solutions at Hamilton Lane, discuss the role of Private Equity investments and how they can add meaningful value to client portfolios. Their insights highlight the opportunities and benefits Private Equity can offer sophisticated investors seeking diversification and long-term growth.
In this month’s market update, Martin Crabb and Peter Simpson share their expert analysis on the Australian equity market, which is showing signs of bottoming after a period of volatility. They discuss the key indicators pointing to a potential strong rally into year-end, including improving economic data, stabilising interest rate expectations, and renewed investor confidence. The update also covers sector opportunities, market risks to watch, and strategies for positioning portfolios to capture upside in the current environment.
Founder Gabriel Radzyminski shares Sandon Capital’s unique investment philosophy and strategy. As a value investor, Sandon Capital focuses on undervalued and underperforming companies, primarily in Australia, and takes an active engagement approach to unlock shareholder value.
By working directly with company boards and fellow shareholders, Sandon Capital doesn’t just identify opportunities — it helps shape them. Their hands-on involvement in strategy and operations ensures that success isn’t left to chance, with the clear goal of delivering exceptional long-term returns for investors.
Senrior Discretionary Portfolio Manager Peter Simpson and Investment Adviser Ben Osborne, discuss the benefits of a discretionary portfolio
Australia’s Two-Speed Consumer Story
The contrast between households benefiting from higher rates and homeowners, versus those under pressure from the rising cost of living and mortgage stress, continues to shape Australia’s economy.
In this discussion, Martin Crabb, CIO at Shaw and Partners, shares his insights on what this divide means for the “great rates debate” and the investability of retail stocks.
Shaw and Partners’ investment committee shares insights into their active portfolio management philosophy, highlighting the belief that markets are effective but not perfectly efficient. With a focus on private client portfolios, they emphasise the importance of liquidity, tax considerations, and tactical asset allocation. The discussion covers asset class views—from cash, gold, and commodities to equities, fixed income, and real assets—alongside macro-driven positioning that favours Australian equities, selective global growth exposure, and thematic opportunities such as the energy transition.
Senior Investment Adviser Brendon Gleeson on the GP Wealth Difference
Senior Investment Adviser Brendon Gleeson shares insights on the types of clients who can benefit most from the GP Wealth approach. From sophisticated investors and high-net-worth individuals to families, institutions, and charities, Brendon highlights how tailored strategies and personalised advice help clients grow and preserve wealth with confidence.
