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...
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...
Debunking ESG myths and Trump 2.0 1. Is ESG ‘woke capitalism’ harming businesses in the name of social benefits? ESG is fundamentally about risk management. Just as no investor would fund a beachfront hotel without considering rising sea levels, responsible investors assess ESG (environmental, social and governance)...
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...
Trump's Back - What Does That Mean? Donald Trump was elected President of the US (again) - implications for investors and Australia. Key points The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff...
Market Trends: Insights on Inflation, Interest Rates, and Sector Shifts Economy & Central Bank Outlook The major monetary highlight during the past month was the larger than expected 0.5% US Fed rate cut, taking the Fed funds rate to a 4.75-5% range. Markets are anticipating 1.75%...
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...