Market Update – August 2022
Pivot Party
The financial system has taken a small but noticeable exhale, most notably in the U.S. with equities and bonds rebounding from their June lows.
Some are calling this a pivot party, with the prospect of softening inflation data and, therefore, interest rate expectations placing a temporary floor under asset prices.
Quarterly Investment Report – July 2022
Balancing Act
Welcome to the July 2022 edition of our Quarterly Investment Report.
This report brings you key investment insights from our research partners and independent advisory board.
Market Update – June 2022
Bulls & Bears
Recent financial market developments have many investors understandably nervous.
Tackling price inflation through higher interest rates has become a global phenomenon. Tighter than expected financial conditions indicate a meaningful economic slowdown, and recent equity market weakness reflects this.
Market Update – June 2022
Front Loading
Last Tuesday, the RBA lifted its cash rate by +0.50% to 0.85%, the biggest rate hike in 22 years and the first back-to-back rate hike since May 2010.
Market Update – May 2022
Patient but attentive
The past few weeks have been challenging for investors as central banks embarked on increasing policy rates in the face of persistent inflation.
Quarterly Investment Report – April 2022
Staying FlexibleWelcome to the April 2022 edition of our Quarterly Investment Report.We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets,
MP Insights
High-frequency data
We wanted to share some interesting trends leading into the Easter long weekend.
Federal Budget
Budget Briefing & Superannuation Changes
On Tuesday, 29th March 2022, the Government handed down its 2022-23 Federal Budget.
From a Superannuation and Financial Advice perspective, the budget was extremely quiet. The Government are primarily focused on supporting low to middle-income earners, social security recipients and first home buyers.
Market Update – ASX Reporting Period
Cost Control & Pricing Power
Understandably, the war in Ukraine has overshadowed a strong ASX Report Period.
Analysts displayed growing optimism as Australian businesses emerged from the omicron wave better than feared. This optimism translated into upgraded FY22 earnings from 13.6% to 14.2%, led by materials and energy sectors, the beneficiaries of global inflation and geopolitical risks.
Market Update – February 2022
Ukraine and Russia Crisis
Below are our early observations regarding the current crisis in Ukraine.
We are monitoring the situation closely and hearing from a range of industry experts to understand the impact as it evolves.
Ultimately, short-term outcomes are difficult to predict. This reinforces the benefits of having a balanced, long-term, valuation driven approach to portfolio management.