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 […]
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 […]
How the different asset classes have fared: (As at 30 November 2023) International Equities November brought encouraging news in the international equity markets, marking a significant upturn for the first time in several months. Unhedged shares showed a healthy increase of 4.45%, but it was hedged shares that truly stood out, registering an impressive 8.01% growth. […]