Market Update

The United States share market suffered a considerable downturn on Monday the 5th of August, with the Dow Jones Industrial Average falling 2.6%, the S&P 500 falling 3%, and the Nasdaq Composite falling 3.43%. This occurred on the back of several factors; fears of brewing war between Israel and Iran in the Middle East, growing […]

How the different asset classes have fared: (As at 31 July 2024) Key Themes: Technology share rotation: Both international and Australian equity markets posted positive performance, as investors rotated out of tech stocks and into value and small caps. Fixed Income continues to rise: Both international and Australian bond prices continued to rise, and yields […]

How the different asset classes have fared: (As at 30 June 2024) Key Themes: Equity markets rose in June: Both international and Australian equity markets posted positive performance, with international markets continuing to be propelled by Tech and NVIDIA. Fixed Income continues to rise: Both international and Australian bond prices continued to rise, and yields fell […]

How the different asset classes have fared: (As at 31 May 2024) Key Themes: Equity markets continue upwards despite the fall in April: Both international and Australian equity markets posted positive performance over the month following promising data reports. Fixed Income continues to rise: Both international and Australian bond prices continued to rise, and yields […]

How the different asset classes have fared: (As at 30 April 2024) Key Themes: Equity Markets had their first monthly decline in 2024: Both international and Australian equity markets retreated over the month as rate cut expectations were further delayed. Fixed Income continues to rise: Both international and Australian bond prices continued to rise, and yields […]

How the different asset classes have fared: (As at 31 March 2024) Key Themes: Equity Markets continue to make gains: US and Australian stock markets continue to hit record levels, driven by a resilient economy and expectations of nearing rate cuts. Fixed Income had a quiet month but continues an upward trajectory: Both international and […]

Selected market returns (%): (As at 29 February 2024) Key market and economic developments in February 2024 Financial markets Numerous global markets trade at all-time highs Global share markets accelerated into month end with the Australian All Ordinaries pushing to new all-time highs in the last few days of trading in February. The MSCI World Index […]

How the different asset classes have fared: (As at 31 January 2024) Key Themes: Equity Markets Reach Highs: US and Australian stock markets hit record levels, driven by economic optimism and strong sector performances, particularly in energy and finance. Fixed Income Fluctuates: International bonds dipped, with notable volatility in US and UK markets. Australian bonds saw […]

How the different asset classes have fared: (As at 31 December 2023) Key Themes Fed signalled an additional cut in 2024 which sent yields lower and equity markets higher. Strength for Australian Equities and AUD following a more dovish tone at their latest meeting. Oil fell on the back of supply/demand issues creating a headwind […]