GlobalEquities Tag

[vc_video link='https://www.youtube.com/watch?v=AGYk3Qy0yGc'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Key Global Developments in April Fear turned to hope with on-again/off-again cease fires and peace talks leading markets to anticipate a speedy end to the US-Iran war. Optimism prevailed despite the Strait of Hormuz remaining closed and oil...

[vc_video link='https://www.youtube.com/watch?v=SFgfV8eHkfk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities inched further ahead in February with weakness in US equities (reflecting AI concerns) offset by solid gains in non-US markets. However, reflecting Australian dollar strength, global equities posted a small decline in...

[vc_video link='https://www.youtube.com/watch?v=g6UfShkCL8I'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global and local equities produced further positive returns in January, supported by a solid earnings outlook and still reasonably steady bond yields. However, a rising Australian dollar hurt global equity returns in unhedged AUD...

[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=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=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...

[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...