On Wednesday, 13th November, we hosted our Market Update & Outlook for 2025 Seminar at Riversdale Golf Club. The event covered investment market trends from 2024 and provided insights into the outlook for 2025.
Our special guest, James Holt, Head Investment Specialist for Equities at Perpetual, joined us for his ninth year. With over 20 years in financial services, James is highly respected, having presented to countless advisers and investors and has appeared in various media such as CNBC, Sky News, and ABC. His articles have featured in multiple publications, including the Journal of Investment Strategy.
During the seminar, James presented key themes for 2025 and gave a comprehensive overview of the global economic backdrop, offering perspectives on potential impacts on investment markets in the coming years.
The seminar was well attended, and clients appreciated the opportunity to chat with James afterwards, and catch up with the team.
As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.



