Investment Insights – July 2025
We’re pleased to share the first edition of our monthly Investment Insights report, designed to keep you updated on the key market trends and themes we’re monitoring at Mackay Private Wealth.
This month’s key takeaways:
- AI investment momentum: Now a bigger driver of US GDP growth than household spending.
- Australia’s productivity challenge: Structural headwinds that highlight the value of global diversification.
- Key market movements: Sector strength in Health Care and Materials, steady bond yields, and notable shifts in commodities.
We hope you enjoy this update and look forward to sharing more insights with you in the months ahead.
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.