Evans & Partners

In this latest episode of Words on Wealth, host Tim Rocks speaks with David Blood, Senior Partner of Generation Investment Management and former CEO of Goldman Sachs Asset Management, about the current market environment and the future of sustainable investing. They explore the evolution of ESG, the resilience of climate-focused strategies amid current political pushback, and how long-term capital allocation can drive real impact in a shifting global economy. Tune in to find out more! Available on Spotify: https://lnkd.in/ge75MyBi Apple: https://lnkd.in/g_7CnZD5

Will Trump be the death of ESG? In this recent insight, Will Hart, Executive Director of ESG and Sustainable Investment at Evans & Partners, explores the impact of President Trump’s renewed assault on ESG initiatives — from scrapping DEI programs to re-exiting the Paris Agreement. Just months into his second term, the administration’s actions have emboldened ESG critics and raised questions about the way forward for sustainable investing. Read the full article below to find out more.  https://lnkd.in/g4q3XWum

We’re still in awe of what was achieved at The Funding Network Australia's recent Thriving Young People event. It was a night filled with generosity, and an unwavering commitment to creating brighter futures for young people across Victoria. In just one evening, we were able to raise $204,500 to support grassroots organisations driving real change for our youth. Our friends at The Funding Network captured the spirit of evening in the video below — see for yourself what can be achieved when passionate people come together with purpose. A huge thank you again to all that made this wonderful event possible.

Markets are rattled, recession risks loom, and volatility is heightened — so what does this mean for investors? In this week's episode of Words on Wealth, Senior Investment Adviser, David Hay speaks with Evans & Partners CIO Tim Rocks, to unpack the repercussions markets face from the U.S. tariff shocks, and what it all means for Australian investors. They share strategies on how to stay calm through uncertainty and remain positioned for what's next. Tune in to find out more. Available on Spotify: https://lnkd.in/dS9cASfv Apple: https://lnkd.in/d62QzTaK

In this week's Monday Macro, CIO Tim Rocks discusses the increasing likelihood of a US recession, as tariffs wreak havoc on markets. Tim unpacks the global response to Trump's trade war, the surprising resilience in Australia, and why he believes it’s time to get broad, not get out. Tune in to find out more. Available on Spotify: https://lnkd.in/gquvja5N Apple: https://lnkd.in/g9QAxNjD

Life gets busy, and sometimes, superannuation contributions take a back seat. But did you know that you might be able to catch up and boost your retirement savings? Investment & Strategy Adviser from Evans & Partners, Saurav Patel, breaks down how you can take advantage of carry-forward contributions to make up for missed opportunities and strengthen your financial position. Whether you’ve taken a career break, focused on other investments, or simply haven’t maxed out your concessional cap, there are steps you can take to help you get back on track. To find out more, read the full article below.  https://lnkd.in/g_BwXUaP

Yesterday, we had the privilege of presenting at Australia’s first Endowments for Impact Challenge as one of six shortlisted finalists. Representing our team was Will Hart, Executive Director, ESG & Sustainable Investment and Lucy Meagher, Director & Senior Investment Adviser. We are incredibly proud of Will and Lucy and thrilled to share that our team was awarded the People’s Choice Award! This is a significant achievement, and we are so pleased to receive this vote of confidence from the attendees at the Impact Investment Summit. The Endowments for Impact Challenge is a collective, public tender competition initiated by leading Australian trusts and foundations to identify and promote investment advisors who can best support mission-aligned investing. A huge congratulations to the other winners and finalists — it was an honor to present alongside you. We also extend our appreciation to Impact Investing Australia and all involved in bringing this fantastic initiative to life. Events like this are instrumental in shaping the future of sustainable and impact-driven investment in Australia. #ImpactInvesting #SustainableInvestment #EndowmentsForImpact #ESG

In this week's episode of Words on Wealth, Tim Rocks is joined by Irene Tunkel, CFA, Chief US Equity Strategist at BCA Research. They dive into the current state of the US economy, exploring the impact of Trump 2.0 policies, tariffs, and uncertainty on markets and company earnings. Irene also shares insights on US equities, sector opportunities, and strategies for navigating volatility. Tune in for expert analysis on the shifting economic landscape and how it’s shaping investment decisions. Listen on Spotify https://lnkd.in/gQy6HFD2 Apple https://lnkd.in/gyz3j2ah

What does the latest federal budget mean for you? Ishara Rupasinghe, Senior Strategy Adviser at Evans & Partners, unpacks the key changes from the 2025 Federal Budget, including cost-of-living relief to superannuation, social security, and tax shifts. With an election on the horizon, the final outcome remains uncertain. Read the full article to find out more. https://lnkd.in/gJtKWbR9

In this week’s episode of Words on Wealth, Senior Investment Adviser David Hay teams up with Robin Young, Executive Director from the E&P Research Team, to break down the latest ASX reporting season results. Together, they discuss key earnings takeaways, sector performance, and explore opportunities emerging from the shifting economic landscape. Tune in to find out more. Available on Spotify: https://lnkd.in/gbzfrEr9 Apple: https://lnkd.in/g9_wyCgW