Knowledge hub

Episode 16 | End of financial year market update

Back to podcasts

By Capital Partners Podcast | The Purposeful Investor

In this episode of The Purposeful Investor, hosts’ Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets.

The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the global economy, and the unique “Innovation Hub” setup the team uses to work on new projects.

Gain valuable insights into the state of the markets and the strategies employed by the Capital Partners Investment Committee.

The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.

Plan your future
Get in touch

For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.

Click here to view our Privacy Policy

Ideas & insights

Knowledge Hub

The Financial Year That Broke Every Forecast

Podcast | The Purposeful Investor • podcast

From a White Camry and a Lunchbox to One of WA’s Leading Wealth Firms: The Capital Partners Story

Podcast | The Purposeful Investor • podcast

What Is the Difference Between Wealth Management and Financial Planning? 

Wealth Planning • Article

Episode Recap: Why 60% of Australians Are Headed for an Estate Planning Disaster

Markets and Investments • Article

Why 60% of Australians are Headed for an Estate Planning Disaster with Morgan Solomon

Podcast | The Purposeful Investor • podcast