JBWere

This week, Christopher Town, our Senior Equities Analyst, re-examines his 2023 analysis on climate change and the low carbon transition. He highlights key changes fuelling the push for net zero by 2050, delves into nuclear energy's role beyond Australia, and updates our investment framework shining the spotlight on some of the higher-rated potential future beneficiaries of global climate mitigation efforts. Find out more: https://lnkd.in/gjSREWxn #investment #netzero #climate #transition

Ever wondered what keeps C-suites up at night when it comes to global shocks and political risk? We found out when our Chief Investment Officer, Sally Auld GAICD, joined an esteemed panel at the recent United States Studies Centre at the University of Sydney (USSC) ‘Economic security in a turbulent world’ conference. Addressing risk management and resilience in the face of geopolitical instability and economic volatility, the conference unpacked the policy decisions and trade-offs facing governments and businesses today. A highly eye-opening and engaging event, and one which we look forward to being a part of next year. Read more about the event, including agenda discussion notes, here: https://lnkd.in/gXY4Wxik #ussc #geopolitics #risk #policy #economy #australia

JBWere was proud to support a recent NAB Private Wealth #partnership event with The Jewish House charity and our expanded reach in providing No Interest Loans (NILS) and financial assistance to low-income individuals. This collaboration marks the start of something special, with both Good Shepherd Australia New Zealand and The Jewish House charity playing a pivotal role in empowering communities and supporting those in times of need. Highlighting the importance of these relationships was Maria Lykouras, our CEO, who spoke to the enduring commitment we’re playing in supporting philanthropic initiatives. Thank you to our esteemed speakers at the event, with special mention to Rabbi Mendel Kastel for sharing his insights into the work of The Jewish House and Eduardo Carrasco, State Manager for Community Networks NSW/ACT at Good Shepard for sharing examples of the true impact of NILS on individuals. We look forward to fostering this collaboration, and many more, well into the future. Ivano Simonutti Carmen Balazs, Daniel Yesgar Kim Venter, Mina Hemady #nabprivatewealth #JBWere #partnership #community #philanthropy

Last week on The Morning Call podcast Sally Auld GAICD spoke with 🎙️Phil Dobbie about recent ISM Services numbers, reactions and the diverse attitudes of the Fed members in the latest FOMC minutes. Grab your headphones and dive deeper into the discussion below or via this link: https://lnkd.in/gABZQ6zz

With the end of financial year behind us, we took the time to celebrate, bringing together our incredible teams to recognise their hard work and dedication in navigating another successful financial year. We truly value these opportunities to connect and celebrate key milestones in person.   We’d also like to wish Robyn Slevison a happy retirement after 45 years with the JBWere family. All the best, Robyn!   #eofy #team #celebration #recognition

JBWere is committed to recognising, valuing and supporting Aboriginal and Torres Strait Islander peoples and cultures, and this week we’re proud to celebrate NAIDOC Week (7 July – 14 July).   NAIDOC Week provides an opportunity for all Australians to learn about First Nations peoples while celebrating and recognising their history, culture and achievements.   We wish our First Nations clients and colleagues a happy NAIDOC Week and encourage everyone to visit the National NAIDOC website to learn more: https://lnkd.in/ghRgagW   #NAIDOC #NAIDOC2024 #NAIDOCWeek #BlakLoudProud

We extend a very warm welcome to Dave Olsen as he joins the JBWere team in Adelaide as Senior Wealth Adviser. Dave brings over 20 years of experience in financial markets with extensive knowledge across banking, risk mitigation, lending and economic advice. “I joined JBWere because of its long-standing reputation of consistently and safely delivering exceptional outcomes for clients. There is nothing more important to me than respecting the trust that clients place in you as their adviser. I’m excited by leveraging my deep experience to help clients protect and grow their wealth and believe JBWere will greatly enhance my ability to ensure fantastic outcomes for clients.” Please join us in welcoming Dave to the JBWere team, adding strength and capability to our Adelaide Office. Connect with him via LinkedIn to find out more. #jbwere #welcome #people #team #talent #wealthmanagement #adelaide

In this week’s CIO View, Sally Auld GAICD looks back at what was a mixed performance across global equity markets in 2Q24. Find out more: https://lnkd.in/gjx9tw-r #JBWere #equity #markets

This week Sally Auld GAICD discusses the direction of interest rates here in Australia, and takes a look at what the local equity market appears to be pricing in for the broader economic outlook. Read more https://lnkd.in/ghMzUcbc #CIOView #JBWere #interestrates #EconomicOutlook

Our CEO Maria Lykouras, braved the Sydney cold overnight to take part in the Vinnies CEO Sleepout to raise awareness and funds for homelessness. It was a humbling experience, joining business leaders to support this critical cause. By stepping out of our comfort zones, we can make a difference and shine a light on the pressing issue of homelessness. Maria raised over $12,000, which will help provide 38 individual support programs, 100 beds, and 403 meals. We encourage everyone to support initiatives like this, which help build a more compassionate community. #CEOSleeppout #EndHomelessness #Leadership #CorporateResponsibility