Crestone Wealth Management

Investing in an AI future

Crestone Wealth Management

We recently invited a group of Australia’s leading venture capital (VC) investors to provide their views on various technology themes and how they are likely to impact the world in which we live. Our panel included Daniel Petre AO, Co-Founder and Partner from AirTree Ventures, Niki Scevak, Managing Director and... Show More

When will rates rise in Australia?

Crestone Wealth Management

Rates are rising in the US, but it is less clear when Australia will follow suit. At our recent Investment Forum, we hosted six of Australia’s top investment strategists to discuss when the Reserve Bank of Australia (RBA) might hike, and to ask several other key questions, including where they... Show More

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Can the Aussie dollar still diversify risk?

Scott Haslem

Twenty-six years of uninterrupted economic expansion. Australia’s recent performance is now unmatched in history. While a handful of factors have been key to this outcome, without doubt, the floating of the Australian dollar in December 1983 was one of the most critical. According to former Reserve Bank of Australia (RBA)... Show More

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Why it’s too early to retreat from risk

Scott Haslem

Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent - such as sharply tighter monetary or fiscal policy and financial crises. Notwithstanding our sense that 2018 is a year to stay positive, we have highlighted... Show More

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What will drive markets in 2018?

David Sokulsky

2017 has been an excellent year for investors, with returns outperforming expectations and risk events fizzling out, despite their potential for disruption. The pick-up in global growth, improved global corporate earnings, deleveraging in Europe, and the promise of US fiscal reform have been some of the key drivers of this.... Show More

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How politics are impacting markets

David Sokulsky

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’ in Europe, and potentially more regulation for domestic energy, healthcare and banking sectors all have the potential to impact markets. Show More

Australian Dollar: Is now the time to hedge?

David Sokulsky

We believe that global diversification should be at the core of each investor’s strategy. A globally diversified portfolio is likely to be better positioned to weather large movements in markets, and provide a more stable set of returns over time. However, one of the implications of a globally diversified portfolio... Show More

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Executive Series - Crestone Wealth Management Chief Investment Officer, David Sokulsky


Tom Piotrowski speaks with Crestone Wealth Management Chief Investment Officer, David Sokulsky about the fund’s performance, stock selection and the search for yield To view more Executive Series interviews, visit: Show More

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