Quarterly Investment Report – July 2025

Share this post

Boom or Bluff?

Markets are strong, but the signals are mixed.

In our latest quarterly report, we share how we’re navigating the second half of 2025 with discipline, perspective and a focus on fundamentals.

This edition also introduces a refreshed structure, featuring more insights and research from our Advisory Board meeting. 

Here’s what we cover:

  • Why central banks are cutting interest rates and the implications for investors
  • What is driving equity market highs, and why it may not be a red flag
  • The CBA rally – are fundamentals keeping pace with expectations?
  • Gold’s changing behaviour and what is attracting central banks
  • How we are positioning portfolios amid shifting policy, trade risks and inflation uncertainty

 

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.

Read related market insights, updates and Quarterly Reports.

Quarterly Investment Report – January 2022

Welcome to the January 2022 edition of our Quarterly Investment Report. This report is a compilation of the latest insights and expertise from our Independent Advisory Board. We look forward to working with you throughout the year.

Read more

Quarterly Investment Report – October 2024

As we enter the closing stages of 2024, the global landscape is undergoing a notable transformation. Donald Trump’s re-election, alongside a Republican majority in the House and Senate, has introduced a refreshed stance on geopolitics, fiscal policy, and international economic growth, reshaping the financial horizon.

Read more

Investment Insights – August 2025

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.

Read more

This website uses cookies to ensure you get the best experience on our website.