Equities Tag

31 Oct

Posted at 12:50h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
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Are We in an AI Bubble? Why This Time Might Be Different Artificial intelligence (AI) has been one of the biggest drivers of market enthusiasm over the past two years. With share markets — especially in the US — hitting record highs, many investors are asking...

24 Sep

Posted at 10:55h in Australian Market, Economy, Global Markets, Investments by
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[vc_video link='https://www.youtube.com/watch?v=0s6wKNNVs84'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in August, supported by continued good US earnings reports, the still-limited tariff effects on the US economy and a “dovish pivot” by the US Federal Reserve. US markets...

28 Mar

Posted at 10:32h in Australian Market, Global Markets, Investments by
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Market Trends: February 2025 [vc_video link='https://www.youtube.com/watch?v=tYle0kT2Pxo'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major Asset Class Performance Concerns over US tariffs led to a ‘risk-off’ month during February, with bond yields and equity prices generally lower. Among defensive assets, falling yields boosted fixed-rate bond returns, while safe-haven flows...

28 Feb

Posted at 12:47h in Australian Market, Global Markets, Investments by
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Market Trends: January 2025 [vc_video link='https://www.youtube.com/watch?v=VzrFgPQOZYU&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset class performance Steadier bond yields helped produce better returns for growth assets in January after a steep rise in yields saw weaker growth asset performance in December. December’s yield increases, in turn, reflected confirmation...

31 Jan

Posted at 14:59h in Economy, Investments, Property, Superannuation, Tax, Wealth Creation by
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[vc_video link='https://www.youtube.com/watch?v=T-Nj6h5EbvI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] 2025 Q1 Market Update Priced to Perfection - January 2025 “Although expectations of the future are supposed to be the driving force in the capital markets, those expectations are almost totally dominated by memories of the past. Ideas, once accepted,...

17 May

Posted at 09:45h in Australian Market, Global Markets, Investments by
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Market Trends: Rate cut expectations scaled back [vc_video link='https://www.youtube.com/watch?v=IhvHI8sKO_0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both equity and bond markets weakened in April due to a significant rebound in bond yields. Bond yields rose as sticky inflation and resilient economic growth caused markets to further scale back...

05 Oct

Posted at 11:02h in Australian Market, Global Markets, Investments by
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Easing recession risk suggests the worst may be behind us Growth vs defensive assets Growth assets returned 0.5%, marginally beating the 0.3% return from defensive assets. Growth assets have outperformed solidly over the past 12 months. Defensive assets Global bond yields rose further in August as resilient economic growth reduced the risk...