International Equities Hedged and Unhedged International equities exposures varied strongly across the month of November changing 3.65% and -1.56% respectively. After moving sharply higher at the beginning of November, fears regarding higher and longer than expected inflation, news on the new COVID variant, combined with continued tapering talks coming the Federal Reserve was the catalyst […]
How the different asset classes have fared: (As at 31 October 2021) International Equities International share markets (unhedged) rose 1.65% in October. Fully hedged international shares rose 5.41% on the month signaling a strengthening AUD across the month. Within the United States, the S&P 500 continues to make new all-time highs as markets in general […]
How the different asset classes have fared: (As at 30 September 2021) International Equities International share markets (unhedged) fell by -3.04% in September. The performance of hedged and unhedged shares is now fairly similar over longer time periods. However, with a weaker A$, unhedged shares are now outperforming hedged over the past 6 and 12 […]
How the different asset classes have fared: (As at 31 August 2021) International Equities International share markets (unhedged) rose 3.09% in August. The performance of hedged and unhedged shares is now fairly similar over longer time periods. However, with a weaker A$, unhedged shares are now outperforming hedged over the past 6 and 12 months. […]
How the different asset classes have fared: (As at 31 July 2021) International Equities International share markets (unhedged) rose by 4.1% in July. The weaker A$ helped with hedged international shares which did not benefit from the falling A$ only returning 1.8%. The US share market continues to edge higher. European shares also delivered positive […]
How the different asset classes have fared:(As at 30 June 2021) International Equities International share markets (hedged) rose by 2.1% in June. Movements in share markets over the month were largely driven by comments from members of the US Federal Reserve (Fed) about the timing of future interest rate hikes. Share markets initially fell after […]
How the different asset classes have fared: (As at 31 May 2021) Australian and International Equities May was a volatile month for equity markets. Inflation worries caused a drop in the first half of the month with the ASX All Ords down -1.83% at one point. It then rebounded strongly in the second half of […]
How the different asset classes have fared: (As at 30 April 2021) Australian Equities April was a great month for the Australian Share market with the S&P/ASX All Ord rising 3.92% over the period. Traditionally the month is a strong month for the share market as the end of financial year approaches. A great deal […]
How the different asset classes have fared: (As at 31 March 2021) Domestic and International Fixed Income After rising sharply in February, US Treasury yields continued to edge higher in March (prices fell), reflecting an improving outlook for the global economy due to the ongoing rollout of vaccines and the prospect of further significant fiscal […]
How the different asset classes have fared: (As at 28 February 2021) Australia Equities The S&P/ASX All Ords recorded a gain of 1.43% in February. It was a volatile month for Australian shares due to fears of inflation and a possible lift in interest rates in the near future. The best performing sectors for the […]