How the different asset classes have fared: (As at 31 May 2025) Key Themes: · Equities performed well: Following the de-escalation of former President Trump’s initial tariff policies, investors rotated from defensive assets into risk assets. International equities outperformed, led by the US, while Australian equities also rose—albeit slightly less—as concerns remained about the future of […]
How the different asset classes have fared: (As at 30 April 2025) Key Themes: · Equities Were Mixed: Following a significant downturn at the beginning of the month due to tariff announcements, the Australian equity market rebounded strongly, achieving a solid return. In contrast, international shares did not fully recover their earlier losses. · Bond Prices […]
How the different asset classes have fared: (As at 31 March 2025) Key Themes: Equities Declined: Equities fell in March as investors continued to transition out of overvalued sectors into safer assets and sectors that had been neglected in 2024. This was compounded by ongoing uncertainty around the increasing number of US tariffs imposed by Donald […]
How the different asset classes have fared: (As at 28 February 2025) Key Themes: Equities Declined: Equities fell over the month following increased uncertainty as Donald Trump imposed new policies and economic data in the U.S. continued to weaken. AI and large-cap technology stocks struggled as scepticism grew over whether their vast outperformance and high […]
How the different asset classes have fared: (As at 31 January 2025) Key Themes: Equities rose: Both Australian and international equities rose in January. Australian equities rose as the December CPI report came in lower than expected. International equities rose despite a momentary retraction caused by the market’s reaction to China’s DeepSeek AI model. Bond prices […]
How the different asset classes have fared: (As at 31 December 2024) Key Themes: Equities fall: Both Australian equities and hedged international equities retreated in December. Australian equities fell on continuing uncertainty around China’s economic recovery and whether the RBA will cut interest rates in 2025. International equities fell following the December meeting of the […]
How the different asset classes have fared: (As at 30 November 2024) Key Themes: Equities rose: Both Australian and international equities rose in November. US equities grew on expectations for policies under a Trump presidency that will benefit US companies, mainly US banks and US energy stocks. In Australia, technology stocks grew as investors sought […]
How the different asset classes have fared: (As at 31 October 2024) Key Themes Equities retreated: Both Australian and international equities fell in October while the market faced the looming U.S. election and rising bond yields which pushed investors towards safer waters. In Australia it was bank stocks in the Financials sector which outperformed the […]
How the different asset classes have fared: (As at 30 September 2024) Key Themes Equities continued to grow: International equities rose due to excitement from investors surrounding the first interest rate cut of this cycle by the Federal Reserve. Australian equities also rose off the back of some of this excitement, but the strongest performing […]
How the different asset classes have fared: (As at 31 August 2024) Key Themes: Equities made a significant recovery: Both international and Australian equity markets continued to grow despite a significant downturn at the start of the month. Fixed Income continues to rise: Both international and Australian bond prices continued to rise, and yields fell […]
