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Our insights on the latest news, trends and changes related to financial advice.

August 2024 Economic & Market Review – Market Volatility, Fed Shifts, and Fixed Interest Resurgence

 

Talking points

  1. Market Volatility Returns, But Recovery Follows Quickly: August kicked off with a market shake-up, driven by US economic uncertainty and a global sell-off. Factors including concentrated market trading and geopolitical tensions amplified the volatility. Despite the initial turmoil, markets bounced back as the possibility of a “soft
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August 2024 Market Update – Our thoughts on the volatility

For more than twelve months, sharemarket volatility has been unusually low, and US equities have delivered strong returns, fueled by an AI-led boom in mega tech. Narrow leadership and expansive PE multiples have been consistent features over this period, resulting in increased market concentration and weaker internals, such as market breadth. In the eyes of some, investors...

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July 2024 Economic & Market Review – Bond Rally, Small-Cap Surge, and Geopolitical Tensions

Talking points

  1. Bond Market Rally and Equity Rotation: July saw a notable shift in interest rate expectations, sparking a bond market rally and a rotation from mega-cap tech stocks into small- and mid-cap (SMID) stocks. This shift was driven by weaker US jobs data and better-than-expected consumer inflation figures, raising confidence in
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