Wealth Portfolio Newsletter

Market Update – May 2024
– May Market Snapshot – Share markets rebounded in May following April’s decline. Slightly better than expected inflation results in the U.S. led to lower

Market Update – April 2024
– April Market Snapshot – Share markets ended a 5-month winning streak and lost ground over April. Higher than expected inflation in the U.S. was

Market Update – March 2024
– March Market Snapshot – Global equity markets posted further gains over March, with sector leadership switching to property and materials. Bond yields fell slightly,

Market Update – February 2024
– February Market Snapshot – The rally in global equities continued over February, with positive earnings results in the U.S. technology sector being the main

Market Update – January 2024
– January Market Snapshot – Equity markets consolidated the large gains made in late 2023, with valuations advancing further in January. Bond yields reversed

Market Update – December 2023
– December Market Snapshot – December followed the pattern set in November, with lower bond yields triggering a further rally on equity markets. The Australian

Market Update – November 2023
– November Market Snapshot – Following 3 months of increase, bond yields fell sharply over November, in response to a lowering of inflationary pressure. The

Market Update – September 2023
– September Market Snapshot – Global share markets sold off for the second consecutive month over September. As was the case in August, rising bond

July 2023 Review: Share market optimism on fading recession fears
The rally on global share markets continued as confidence in the economic outlook continued to improve. Inflation data continues to soften. U.S. bond yields rose
