Latest Insights

Market Update – 31 March 2022

Key market movements for the quarter

With the prospect of US interest rate hikes and simmering tensions at the Russia/Ukraine border, there were few places for investors to hide in January, as bond yields spiked and share markets waned. Growth-tilted sectors such as information technology and consumer discretionary bore the brunt of the pain, while the energy sector generally performed strongly.

Read More
Market Update – 31 March 2022
Autumn 2022 Economic Update

Autumn 2022 Economic Update

Headlines were dominated by the horrific war in Ukraine and the terrible humanitarian crisis continuing to unfold there. In pursuing this conflict, Vladimir Putin has surely etched his name amongst history’s most reviled.

The grave implications of the Ukraine conflict quickly fed through into increasingly volatile financial markets, with share markets declining and bond prices also generally falling over the quarter.

Read More
Market Update – 31 December 2021

Market Update – 31 December 2021

Key market movements for the quarter

The quarter started on a positive note for most share markets which, aside from a November lull, mostly ended the year strongly. It was a slightly different story in bond markets, with a weak start extending to early November, and generally a small recovery thereafter.

Read More
Summer 2022 Economic Update

Summer 2022 Economic Update

The fourth quarter of 2021 rounded out another year when developed share markets posted strong returns, despite ongoing uncertainties relating to global supply chains, inflation, interest rates and, of course, emerging variants of Covid-19.

Market performance continued to be driven more by supportive economic and financial data such as positive economic growth, low interest rates, and good corporate earnings.

Read More