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Latest Insights
What does US jobs data mean for its economy? | Ausbiz
October 30, 2023
Isaac Poole from Oreana Financial Services shares his views on today's global economic trends. Isaac, currently situated in Hong Kong, highlights a strong economic surge in China and other Asian...
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‘Difficult to escape’ the data showing that the economy is slowing, says financial services company | CNBC
October 30, 2023
Isaac Poole, CIO at Oreana Financial Services, discusses the recent “brutal period” for bond yields and the outlook for markets. Click here to watch the full interview.
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Oreana’s Poole on Markets, Strategy | Bloomberg
September 22, 2023
Isaac Poole, Global CIO & Portfolio Manager at Oreana Financial Services, discusses his latest market outlook and investment strategies. He speaks with Yvonne Man on "Bloomberg Markets: China Open"....
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Bitesize Insights – Why revisiting scenarios now is important for investors
September 19, 2023
Guessing what will happen in the future is hard. In this Bitesize, we share how you can use scenarios to consider possible economic outcomes, and manage risk and return through...
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Protected: Bitesize Asset Allocation Review – September 2023
September 19, 2023
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Protected: Bitesize Global Markets Review – September 2023
September 19, 2023
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Market Insights
Market Outlook
Bitesize Insights – Why revisiting scenarios now is important for investors
September 19, 2023
Guessing what will happen in the future is hard. In this Bitesize, we share how you can use scenarios to consider possible economic outcomes, and manage risk and return through...
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Why revisiting scenarios now is important for investors
September 19, 2023
Global central banks are either at the end of their rate hike cycle, or near it. The US Federal Reserve, the European Central Bank, the Bank of England and the...
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Bitesize Insights – Why the cost of portfolio resilience is worth paying
August 23, 2023
The US economy is slowing. Downside risks are growing. This is an environment to build resilience in portfolios. In this month’s Bitesize, we share some actions investors can take to...
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Why the cost of portfolio resilience is worth paying
August 22, 2023
Until recently, rampant tech and growth stocks had led US equities close to cyclical peaks. The economy had proven resilient – or at least unemployment has remained contained – and...
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Bitesize Insights – Why you should add government bonds to your portfolio now
July 19, 2023
US Treasury yields have followed Fed policy rates higher. But the economy is slowing, and recession risk is growing. With higher yields and significant downside protection, this month’s Bitesize shares...
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Why you should add government bonds to your portfolio now
July 18, 2023
It has been something of a painful round trip for government bonds over the past month. 2- year US Treasury yields were around 4.60% a month ago, but climbed above...
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Weekly Commentary
Protected: Oreana Weekly Economic and Market Commentary – 11 September 2023
September 11, 2023
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Protected: Oreana Weekly Economic and Market Commentary – 4 September 2023
September 4, 2023
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Protected: Oreana Weekly Economic and Market Commentary – 28 August 2023
August 28, 2023
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Protected: Oreana Weekly Economic and Market Commentary – 21 August 2023
August 21, 2023
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Protected: Oreana Weekly Economic and Market Commentary – 14 August 2023
August 14, 2023
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Protected: Oreana Weekly Economic and Market Commentary – 7 August 2023
August 7, 2023
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Market Review
Protected: Bitesize Global Markets Review – September 2023
September 19, 2023
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Protected: Oreana Global Markets Review – September 2023
September 19, 2023
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Protected: Bitesize Global Markets Review – August 2023
August 22, 2023
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Protected: Oreana Global Markets Review – August 2023
August 21, 2023
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Protected: Bitesize Global Markets Review – July 2023
July 19, 2023
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Protected: Oreana Global Markets Review – July 2023
July 18, 2023
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Portfolio Insights
Asset Allocation
Protected: Bitesize Asset Allocation Review – September 2023
September 19, 2023
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Protected: Portfolio Advisory Asset Allocation Review – September 2023
September 19, 2023
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Protected: Bitesize Asset Allocation Review – August 2023
August 22, 2023
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Protected: Portfolio Advisory Asset Allocation Review – August 2023
August 21, 2023
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Protected: Bitesize Asset Allocation Review – July 2023
July 18, 2023
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Protected: Portfolio Advisory Asset Allocation Review – July 2023
July 18, 2023
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Portfolio Strategy
5 Reasons Why ESG Sustainable Investing Will Pay Off
August 23, 2021
There has been a misconception that financial investments and social returns don’t always go hand in hand. In the past, investors tended to believe investing with a focus on social...
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Resilience in the face of uncertainty
March 6, 2020
Investing involves taking on risk We don’t know what the future will hold. But we can usually build a reasonable set of expectations about what might happen. The potential impact...
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Stick to your values
September 12, 2018
Investing money can be an uncomfortable experience. For me, that discomfort occurs when I decide to challenge the market consensus and the prevailing investment wisdom. The easy option, of course,...
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Portfolio masterclass: diversification
March 28, 2016
Diversification is one of the most fundamental yet misunderstood concepts in investment management. When diversification is applied well, it is a critical portfolio management tool. However, when used without appropriate...
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Performance Update
Protected: Portfolio Advisory Quarterly Performance Update
August 4, 2020
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Media
What does US jobs data mean for its economy? | Ausbiz
October 30, 2023
Isaac Poole from Oreana Financial Services shares his views on today's global economic trends. Isaac, currently situated in Hong Kong, highlights a strong economic surge in China and other Asian...
Read More
‘Difficult to escape’ the data showing that the economy is slowing, says financial services company | CNBC
October 30, 2023
Isaac Poole, CIO at Oreana Financial Services, discusses the recent “brutal period” for bond yields and the outlook for markets. Click here to watch the full interview.
Read More
Oreana’s Poole on Markets, Strategy | Bloomberg
September 22, 2023
Isaac Poole, Global CIO & Portfolio Manager at Oreana Financial Services, discusses his latest market outlook and investment strategies. He speaks with Yvonne Man on "Bloomberg Markets: China Open"....
Read More
Fed’s ‘higher for longer’ narrative is here to stay | Ausbiz
September 18, 2023
Isaac Poole from Oreana Financial Services projects outcomes surrounding the impending Federal Reserve meeting. He highlights that the crucial point lies not in the results of the meeting but rather...
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We’re not in a recession…yet
September 11, 2023
Investors focus this week turns to key US inflation data released on Wednesday. Isaac poole from Oreana Financial Services says while it is an important data point, ultimatley it wont...
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Should you diversify your portfolio with gold?
September 11, 2023
Isaac Poole from Oreana Financial Services shares his observations on the current macroeconomic trends that impact investment decisions. Isaac highlights the enduring strength of the services sector, despite noticeable frailties...
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