As we move into April, and hot on the heels of the recent Federal Budget, Prime Minister Anthony Albanese has announced a national election for May 3 - kicking off an April campaign centred on tax cuts and cost-of-living relief. Meanwhile fears of inflation in the United States and alarm about unpredictable and escalating tariffs […]
Question 1: What is the outlook for investment markets following liberation day in the US & Trump’s global tariffs? Question 2: Is now the time to sell? What is the case for staying invested? Question 3: How healthy is the Australian economy? Question 4: What are our expectations for interest rates? Are we expected to […]
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted […]
Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! While headline inflation eased to 2.8% in the September quarter, the Reserve Bank remains unmoved on interest rates. RBA Governor Michelle […]
Highlights and selected market returns The Nikkei drops 12.4% in a single day. US markets experience the third highest spike in volatility since 2009. Australian equities post positive gains despite a 6% intramonth sell off. Federal Reserve Chair, Powell signals a September rate cut. Sources: *FTSE EPRA Nareit DEVELOPED, **FTSE Global Core Infrastructure 50/50 Index […]
