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
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.