GlobalEconomy Tag

[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...

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...

[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...

[vc_video link='https://www.youtube.com/watch?v=Bgo9KNb9090'] [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 June, helped by a tentative US-China trade agreement and quick containment of US-Iran military tensions. Also helping has been still-resilient US economic growth and benign consumer price...

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...

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...

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...

[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,...