Economic and Market Commentary – May 2022
May 2022 Economic and Market Commentary Go back Overview May proved to be a rollercoaster for financial markets following a reversal of fortune that prevented a bear market in equities and more pain for bond investors. Investors reacted to the continuing war in Ukraine and Covid outbreaks in China, which raised concerns about global commodities […]
Economic and Market Commentary – April 2022
April 2022 Economic and Market Commentary Go back Overview Apart from commodities and the listed property space, April was a month that many investors would prefer to forget. Developed and emerging markets experienced periods of high volatility, with growth stocks and small- to mid-cap names often faring worse for wear. Fears of steep interest rate […]
Economic and Market Commentary – March 2022
March 2022 Economic and Market Commentary Go back Overview The month of March and the March quarter, more generally, will be talked about for quite some time The March quarter will be talked about for quite some time by fixed interest investors. Amid continuing higher inflation, bond markets were subjected to a vicious sell-off. This […]
Economic and Market Commentary – February 2022
February 2022 Economic and Market Commentary Go back Overview While February is the shortest month of the year, it is by no means the least eventful. Concerns around inflation and war reached peak levels and market volatility remained elevated. Domestic shares finished in the black and outperformed global peers, where local investors lamented the strength […]
Economic and Market Commentary – January 2022
January 2022 Economic and Market Commentary Go back Overview Renewed volatility in January saw investors get off to a bumpy start in 2022. Rising inflationary expectations and an above-consensus US CPI read rocked markets and added to a wall of worry that also featured rising tensions between the US, Russia and Ukraine. The threat of […]
Economic and Market Commentary – December 2021
December 2021 Economic and Market Commentary Go back Overview Despite the impact of the fast-spreading Omicron Covid-19 variant, markets were generally strong in December. Domestic shares posted another calendar year of positive total returns to investors. Since the height of the GFC, there have been just two years where the key ASX benchmarks (the All […]
Economic and Market Commentary – November 2021
November 2021 Economic and Market Commentary Go back Overview November once again threw a Covid curveball. But unlike the vaccine announcements of 2020, this year saw a new strain of concern, called Omicron, with the WHO skipping the letters Nu and Xi for political reasons. The Omicron announcement immediately led to a risk-off environment, which […]
Economic and Market Commentary – October 2021
[vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”30″ gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″][vc_column_text] [include-page id=5405] [/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_background” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″ animation=”none” column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ bottom_margin=”50″][vc_column_text] Economic and market commentary – October 2021 [/vc_column_text][divider line_type=”Full Width Line” custom_height=”30″][vc_column_text] Please see the October 2021 Economic and Market update from our investment […]
Economic and Market Commentary – September 2021
[vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”30″ gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″][vc_column_text] [include-page id=5405] [/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_background” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″ animation=”none” column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ bottom_margin=”50″][vc_column_text] Economic and market commentary – September 2021 [/vc_column_text][divider line_type=”Full Width Line” custom_height=”30″][vc_column_text] Please see the September 2021 Economic and Market update from our investment […]
Economic and Market Commentary – August 2021
[vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”30″ gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″][vc_column_text] [include-page id=5405] [/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_background” bg_position=”left top” bg_repeat=”no-repeat” parallax_bg_speed=”slow” scene_position=”center” text_color=”dark” text_align=”left” gradient_direction=”left_to_right” overlay_strength=”0.3″][vc_column width=”1/1″ animation=”none” column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ bottom_margin=”50″][vc_column_text] Economic and market commentary – August 2021 [/vc_column_text][divider line_type=”Full Width Line” custom_height=”30″][vc_column_text] Please see the August 2021 Economic and Market update from our investment […]
