Key Market Trends - Trade Tensions Return August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs that these tensions are impacting on global growth (especially in Asia and Europe) and related fears associated with the renewed...
Asset Class Performance - bonds still driving equities There were more modest moves in global financial markets over July, with earlier aggressive expectations of US Federal Reserve interest rate cuts tempered somewhat by signalling from the Fed. US-China trade tensions also continued to linger while markets...
This month we attended a conference hosted by KPMG and the Responsible Investment Association Australasia (RIAA) for the release of the 2019 Responsible Investment Benchmark Report. This was 18th edition of the report prepared by RIAA and it details industry data on the size, growth,...
Key market trends - bond driven equity rally May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond yields helping power a rebound in global equity markets. New dovish signals from the US Federal Reserve saw the...
Asset Class Performance – Trade tensions rising Gold the best performing of our seven major asset classes* in May, while Australian equities also posted good returns. The resumption of trade tensions between the US And China saw equity markets pull back from April's strong performance, this...
Asset Class Performance – global equities power on Global equities were the best performing of our seven major asset classes* in April, while Australian equities also posted good returns. Supporting stocks was a better than feared US earnings reporting season, persistent low inflation and continued gradual...
After a period of momentous growth, fears of further Federal Reserve rate hikes and uncertainty surrounding the US-China trade war, saw tech stocks take an unpredictable ride in 2018.1 But arguably, these are companies that are often on the cutting edge, always looking for new and...
Major Asset Classes* - Oz Equities Shine Australian equities were the best performing of our seven major asset classes in February, with good gains across several sectors. Relief that the Hayne Royal Commission report recommendations were not as bad as feared for banks helped...