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Investment Insights – August 2025

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Investment Insights – August 2025

We’re pleased to share the latest edition of our Investment Insights report, keeping you up to date with the trends shaping markets and portfolios.

This month’s key takeaways:

  • Market resilience: Global and domestic equities delivered solid gains, with REITs and Small Caps leading the way. 
  • Policy shifts: The RBA cut rates to 3.60%, while US markets are watching closely for a potential Fed move in September. 
  • ASX reporting season: Results were mixed, but Small Caps stood out with stronger growth potential than their larger peers.
  • Bitcoin & Tech stocks: Once viewed as a portfolio diversifier, Bitcoin is increasingly moving in step with the NASDAQ 100, reflecting a shift in investor behaviour.

We hope you find this update useful. If there’s anything you’d like to discuss, please feel free to reach out.

Warm regards,

Mackay Private Wealth 

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General Advice Warning: Any comments in this communication do not consider your objectives, financial situation or needs. Before acting on any general advice, consider whether it is appropriate for you.

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