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Investment and Economic Snapshot – April 2024
3 May
Market Highlights Risk aversion and moderating expectations for interest rate cuts pressure bond and equity markets. Australian and US inflation data releases came in higher than expected as services inflation remains elevated. ...[Read More]
Investment and Economic Snapshot – March 2024
8 April
Market Highlights S&P/ASX All Ordinaries finished March at an all-time high, rallying along with global equity markets. The Bank of Japan (BOJ) hiked interest rates for the first time in 17 years and ended yield curve control. Japanese...[Read More]
Investment and Economic Snapshot – February 2024
6 March
Market Highlights Global share markets maintained their strong performance into the new year, with several major equity markets reaching record highs in February. Chinese equities witnessed a significant rebound during the month, driven by...[Read More]
Investment and Economic Snapshot – January 2024
8 February
Market Highlights The Santa Claus rally that began in November 2023 lost steam in January as the Federal Reserve pushed back on optimistic rate cut expectations. Australian inflation is moderating, dropping from a peak of 7.8% a year ago...[Read More]
Rooftop solar pays its own way as more homes switch on
31 January
Solar power from household rooftops remains the most popular way of reducing electricity bills, market data shows. Some 2.5 gigawatts of residential solar power was installed in 2023, equivalent to 6.1 million average-sized solar panels, but fewer...[Read More]
2023 YEAR IN REVIEW
18 January
Key market and macroeconomic developments over the 2023 financial year Jan 2023 The year started well, with major market indices showing above-average returns. News of decreasing inflation in the US led to increased investor optimism and...[Read More]
Protect what you have
4 January
People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[Read More]
19 Tips for your best life after retirement
20 December
Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]
Investment and Economic Snapshot – November 2023
5 December
Market Highlights Investors received an early Christmas present as global financial markets delivered exceptional gains in November. The latest US inflation and jobs data underwhelmed, leading to markets pricing in significant US rate cuts...[Read More]
‘Inadequate’: MPs admit tech knowledge does not compute
15 November
Australian politicians have admitted they do not know enough about technology despite being increasingly asked to legislate on the emerging threats of the digital world. After contacting 24 MPs from the last parliament, the Australian Strategic...[Read More]
Portfolio Changes – November 2023
8 November
Background We remain of the view that the global economy continues to head towards a recession; however, this likely has been pushing into 2024 as the US economy has remained surprisingly resilient to date. Bond yields have continued to increase as...[Read More]
Investment and Economic Snapshot – October 2023
6 November
Market Highlights In October, financial markets faced significant challenges, as rising bond yields had a negative impact on both stocks and bonds. Despite concerns about potential disruptions in oil supply due to the Israeli-Hamas conflict, oil...[Read More]
Investment and Economic Snapshot – September 2023
11 October
Market Highlights September’s reputation for being a poor month for markets came to bear, leading to a widespread sell off in equities, bonds, real estate, and listed infrastructure. In a recent meeting, the US Federal Reserve held the...[Read More]
Portfolio Changes – September 2023
12 September
Background While many investors currently find reassurance in the state of the economy, there are worrying signs suggesting a potential downturn ahead. The recent sharp fall in economic surprise indices aligns with projections for a slowdown in...[Read More]
Investment and Economic Snapshot – August 2023
11 September
Market Highlights Global financial markets faced challenges in August, driven by inflation concerns and uncertainty surrounding the future direction of the US Federal Reserve monetary policy. The Federal Reserve Bank and European Central...[Read More]