Aspirations Insights: March 2024

AW constantly monitors the investment markets and aims to keep our valued clients regularly informed and updated. We aim to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

In this edition, Michael Barker from Aspirations Wealth and Leigh Cronin from Evidentia Group discuss:

  • Evidentia Group and how they help Aspirations Wealth.
  • Leigh’s role at Evidentia Group.
  • Investment process and how we select stocks for our clients.
  • View on Australian markets: 2023 summary & 2024 outlook.
  • View on interest rates.
  • Should we be worried about markets hitting all-time highs?

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Any advice contained in this insight/update is general advice only and does not take into consideration the reader’s personal circumstances. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Aspirations Wealth Group is a Corporate Authorised Representative of Aspirations Private Wealth Pty Limited. ABN 57 622 182 076 – AFSL 503889.