How the different asset classes have fared: (As at 30 September 2025) Key Themes: Equities were mixed: Australian equities were an outlier in global markets, falling while most other major stock markets rose. This was largely due to broader inflation concerns, as well as a major buyout deal for Santos Ltd falling through. Bond prices […]
How the different asset classes have fared: (As at 31 August 2025) Key Themes: · Equities rose: Both international and Australian equities continued to climb, gaining 0.96% and 3.05%, respectively. International equities were supported by a strong reporting season, while Australian equities outperformed in the materials sector. · Bond prices ended slightly […]
How the different asset classes have fared: (As at 31 July 2025) Key Themes: · Equities rose: Both international and Australian equities continued to climb, gaining 3.12% and 2.59%, respectively. International equities were supported by a strong reporting season, while Australian equities rebounded in the healthcare sector. · Bond prices ended slightly […]
How the different asset classes have fared: (As at 30 June 2025) Key Themes: · Equities rose: International equities gained as they continued to recover from the market correction triggered by the US tariff announcements on 2 April. Australian equities also rose, supported by strong performances from major banks and rising energy prices. · Bond prices […]
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 […]
