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.