EquityMarkets Tag

2026 Market Outlook: Expect a Bumpier Ride — But Not Necessarily a Bad One After three strong years for diversified investors, 2026 is shaping up as a “normal” year again: positive returns are still plausible, but they’re likely to come with larger drawdowns, louder headlines, and...

[vc_video link='https://www.youtube.com/watch?v=IraCXEAMNjg'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major Asset Class Performance Global equities ended November broadly unchanged, with an early month sell-off due to AI bubble concerns eventually unwound on renewed US rate cut hopes. Australian equities were weaker, reflecting a relatively larger decline in...

[vc_video link='https://www.youtube.com/watch?v=oDwq30X6BKw'] [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 October, supported by  resilient global economic growth, corporate earnings, subdued bond yields and optimism around artificial intelligence. Australian equities inched higher and underperformed global equities, despite a...

[vc_video link='https://www.youtube.com/watch?v=gnJCN30nwOw'] [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 September, supported by a US interest rate cut, still-limited tariff effects on the US economy and ongoing optimism around artificial intelligence. Australian equities pulled back, however, it...

[vc_video link='https://www.youtube.com/watch?v=gCjX26r54wQ'] [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 July, helped by further progress in US trade deals, a good Q2 US earnings season and still fairly resilient global economic growth. US-Iran military tensions have also...

Understanding Alternatives: Private Equity, Private Credit, and Unlisted Property When most people think about investing, the first things that come to mind are shares on the stock market or term deposits with the bank. But there’s a growing category of investments known as alternative assets, which...

[vc_video link='https://www.youtube.com/watch?v=3noC0NpF50o'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities bounced back solidly in May, helped by a postponement in planned US tariff increases as well as resilient US corporate earnings and economic activity. Australian equities also rose (though slightly less than...

Equity Markets Quarterly Commentary Q1 2025 [vc_video link='https://www.youtube.com/watch?v=dfUprYBoNu0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Q1 2025 Global Equities The first quarter of 2025 saw Chinese and European equities outperform their US counterparts as government policy caused a rotation in global equities. However, the looming threat of large tariff...

Election 2025: How Party Policies Could Affect Property Prices and Investment Markets Disclaimer: This article is not intended to suggest how you should vote. There are many personal, social, and economic issues to consider at election time. The following is a neutral analysis of how the...