• It has been another positive quarter for investment portfolios. Markets did give up some of their returns in September as a surge in global Covid-19 cases, concerns about forthcoming US elections and delays to additional US government spending weighed on investor sentiment.
    Posted: Monday 19 October 2020
  • Following a tumultuous first quarter, investment markets rose strongly and recovered much of the prior period losses. After one of the sharpest market falls in history, we then had one of the fastest market rallies with investment portfolios performing well.
    Posted: Wednesday 15 July 2020
  • It has been a most extraordinary quarter for countries, communities, economies, and investment markets. Historically sharp economic downturns and market corrections normally occur when excessive financial conditions (the Great Financial Crises) have finally tipped over or a demand or supply shock occurs. This time the global economy has been brought to a standstill by a virus pandemic, or, more accurately - by government containment responses to the pandemic. Containment means we are having both a supply and demand shock for goods and services at the same time. This is unprecedented even by war events.
    Posted: Sunday 12 April 2020
  • December quarter market returns were mixed with international and Australasian shares performing well while fixed interest investments were negative on rising longer term interest rates. Portfolio returns
    Posted: Friday 17 January 2020
  • All asset classes performed steadily over the quarter generating solid returns for investment portfolios. Central banks either cut interest rates or maintained an easier rate outlook which supported bond, property and share market returns.
    Posted: Thursday 17 October 2019
  • Portfolios continued to perform well over the quarter despite significant investment market angst over the US/China trade war, rising middle east tensions, broadening Trump trade war rhetoric and increasing concerns for global economic growth.
    Posted: Wednesday 17 July 2019
  • The quarter marked a sharp recovery in investment markets as investors bought back into cheaply valued assets and as central banks globally, but particularly in the US, signalled lower interest rate policies in response to slowing economic activity
    Posted: Thursday 18 April 2019