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...
RBA Cuts Interest Rates: What It Means for Borrowers The Reserve Bank of Australia (RBA) has reduced the official cash rate by 25 basis points to 4.10% following its latest monetary policy meeting. This move was widely anticipated as inflation eased from 3.6% in the September...
[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,...
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...
How to prepare for falling term deposit rates In recent years, cash has stood out among defensive assets, reclaiming its title as ‘King’ thanks to steep interest rate hikes by the Reserve Bank of Australia (RBA). Since the cash rate peaked at 4.35% in November 2023,...
Market Trends: Inflation Runs Cold A pull back in global bond yields led to stronger returns for both growth and defensive assets in May. The main event over the month was a relatively more benign US consumer price inflation report – after three consecutive higher-than-expected monthly results....
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...
Equity Markets: What Will Happen When Interest Rates Fall? The conclusion of the recent rate hiking cycle ignited a surge in what market analysts are calling an “everything all at once rally”. However, as the focus shifts towards potential rate cuts, investors face a more nuanced...
Falling inflation feels pretty good so far Inflation across the major global economies has come down a long way over the last year. In the US, it reached a peak of 9.1 per cent in June 2022 before falling back to 3.7 per cent in August...
The Effects of Inflation on Retirees Inflation denotes the overall price surge of goods and services in an economy, diminishing the purchasing power of money. Thus, while planning for retirement, it's crucial to gauge the future impact of inflation. In essence, the steeper the inflation during...