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...
10 Steps to Successful Investing in 2025 and Beyond The New Year is the perfect time to revisit your investment strategy and set a fresh course for the year ahead. Whether you’re fine-tuning a well-established portfolio or just getting started, taking a few practical steps can...
[vc_video link='https://www.youtube.com/watch?v=5g22qy6DrLI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset Class Performance October was generally a risk-off period with declines in both global equity and bond returns. Solid US economic data and uncertainty ahead of the US Presidential election saw both bond yields and the $US rise,...
9 Mistakes of Investing Key Points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As a result, it’s often wise for investors to turn common sense logic on its head. The easiest way to...
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%...
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: The tug of war continued in June The tug of war between growth and value exposures continued in June, with relative performance still broadly correlated with the movement in bond yields. Indeed, the decline in bond yields encouraged a stronger rotation back into growth/technology/quality exposures...
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...