GP Wealth
Boardroom Lunch with Five V Capital on Mid ...

A recap of Shaw and Partners GP Wealth’s Boardroom Lunch with Five V Capital, covering mid market private equity, the Horizons Fund strategy, and the role of active ownership in private markets.

Boardroom Lunch with Five V Capital on Mid Market Private Equity and the Horizons Fund
GP Wealth
2026 Federal Budget – What the Tax Changes Mean ...

The 2026 Federal Budget flags the biggest shake-up to capital gains tax, negative gearing and discretionary trust taxation in years. From 1 July 2027, the 50% CGT discount is set to be replaced by CPI indexation plus a 30% minimum tax rate, while negative gearing on residential property is expected to be limited largely to new builds (with grandfathering for existing holdings). From 1 July 2028, discretionary trusts may face a 30% minimum rate with credits to beneficiaries—changing how low-tax beneficiaries benefit.

2026 Federal Budget – What the Tax Changes Mean for You
GP Wealth
Monthly Market Snapshot - April 2026 Review and ...

April delivered a tale of two markets: global equities surged on an AI and semiconductor-led rally while the ASX 200 lagged as inflation re-accelerated and the RBA tightened again. This snapshot covers rates, earnings revisions, energy risks and key catalysts ahead.

Monthly Market Snapshot - April 2026 Review and Outlook
GP Wealth
Why Commodities, Gold & Energy Are ...

A concise 2026 commodities outlook from Perennial on energy security, oil and LNG risk, gold volatility and AI‑driven power and metals demand—plus how the strategy positions through volatility. Watch the video or download the two‑page brief.

Why Commodities, Gold & Energy Are Reshaping Markets in 2026 | Perennial Fund Update
Guest User
Market Update | Strait of Hormuz • Energy Shock ...

Markets are rattled by the Strait of Hormuz shutdown and a sharp energy price shock. While fear dominates headlines, quality Australian stocks are now trading at rare discounts.

Market Update | Strait of Hormuz • Energy Shock • Quality at a Discount

Q2 2025 Market Update | US Earnings Season and Macro Insights

Q2 2025 Market Update | US Earnings Season and Macro Insights

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 Research Monitor - September Quarter 2025 Edition

The Research Monitor - September Quarter 2025 Edition

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.

July Market Update: How Australian Investors Can Grow and Preserve Wealth

July Market Update: How Australian Investors Can Grow and Preserve Wealth

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.

Uranium Investment: A Long-Term Opportunity for Australian Investors

Uranium Investment: A Long-Term Opportunity for Australian Investors

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: Monthly Macro Update

Martin Crabb: Monthly Macro Update

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.

Insurance Explained

Insurance Explained

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.

Advisory Fees Explained

Advisory Fees Explained

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.

October 2023 Market Update

October 2023 Market Update

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.

Sandon Capital

Sandon Capital

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.

Martin Crabb: Stock Market Drops on rate hike shock. May 2023

Martin Crabb: Stock Market Drops on rate hike shock. May 2023

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.

Citywire Interview with Martin Crabb, Chief Investment Officer at Shaw and Partners

Citywire Interview with Martin Crabb, Chief Investment Officer at Shaw and Partners

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.

GP Wealth Clients: Growing and Preserving Wealth with Confidence

GP Wealth Clients: Growing and Preserving Wealth with Confidence

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.

Manning Asset Management

Manning Asset Management

Private Wealth Adviser Barton Lynch and Josh Manning, Founder and portfolio manager of Manning Asset management, discussing the Manning Income fund and its performance since inception.

Manning Asset Management is a specialist Fixed Income fund manager whose sole focus is the delivery of a strong and regular income stream to its investors through the economic cycle.

Their strategy is simple: aim to be the leading fund manager in the Fixed Income asset class. With over 100 years of collective credit, legal, risk management, debt markets and investment management experience combined with a well-defined governance structure, their team is ready to extract maximum value from the market for clients.

Manning Asset Management is the investment manager for the Manning Monthly Income Fund (the Fund), and the Manning Credit Opportunities Fund Series 1, both Australian domiciled unregistered unit trusts.