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

January 2024 Economic & Market Review – Market rally takes a breath and waits on rate cuts

Talking points

  1. Market Momentum Slows: January was another positive month for developed market equities, although returns moderated following a strong December rally. Driving forces were shifts in bond yields and currency movements, weighing particularly on infrastructure and bond proxies.
  2. Waiting on Interest Rate Cuts: On the interest rate front, domestic bond
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December 2023 Economic & Market Review – Markets Surge on Dovish Optimism

Talking points

  1. Broadly Positive Market Performance and Sentiment: In December, markets experienced a robust performance globally, fueled by dovish comments from the US Federal Reserve and eased financial conditions. Bond yields retreated to levels last seen in July 2023, with the US 10-year Treasury dropping to 3.8%. Investor sentiment leaned towards a risk-on
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November 2023 Economic & Market Review – Global Markets Rally while Mixed Signals for Australia

Talking points

  1. Global Markets Rally Amidst Signs of Economic Moderation: November witnessed a strong rally in global markets as better-than-expected US inflation data fueled optimism that interest rates had peaked, leading to a surge in shares and bonds worldwide. The VIX volatility indicator reached its lowest levels since before the pandemic.
  2. Sector Performance
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