Wealth Portfolio Newsletter

Market update – December 2025   December 2025: Share markets post flat finish to the year There was little movement on global equity markets over

Market update – November 2025   November 2025: Equities recover following brief correction Global equities bounced back from a mid-month sell-off. Market leadership rotates from

Market update – September 2025    September 2025: Positive sentiment pushes global shares higher The rally on global share markets continued over September, with the

Market update – August 2025   August 2025: Resource stocks back in favour as China rallies Australian equities outperformed the global average, despite a volatile

Market update – July 2025   July 2025: A solid start to the new financial year for equity markets Global share markets continued to trend

Market update – June2025  June 2025: Further share market gains despite policy uncertainty The rally on global equity markets continued over June, despite renewed tensions

Market update – May 2025 May 2025: Market Summary Buoyed by the prospect of moderation in the U.S. tariff program, share markets rallied strongly over

Market update – March 2025 March 2025: US Tariffs Trigger Further Share Market Losses For the second consecutive month, share markets were sold down in

Market update – February 2025 February 2025: A new wave of concern hits equity markets  Share markets were sold down over February as investors focused

Market Update – December 2024 2024 Annual Review – Another “abnormally” strong year for investors It was another impressive year for share market investors with

Market Update – October 2024 – October Market Snapshot – Bond yields jumped sharply in the lead up to the US election. Equity markets recorded