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A strong April, but markets remain in a state of flux [vc_video link='https://www.youtube.com/watch?v=fw9SJyX59Uk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Market summary Both growth and defensive assets rose in April, with the latter outperforming the former due to moderate gains in both Australian and global equities. Defensive assets Broadly steady global...

Market trends: Australia vs the world [vc_video link='https://youtu.be/08hKGpeCLyw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20']   Major asset class performance Hopes of a soft landing for the global economy – with inflation falling without the need for a recession – have supported both bond and equity markets in recent months,...

Market Trends: Can the US pull off a soft landing? [vc_video link='https://www.youtube.com/watch?v=HwC4H3rCLGQ'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20']   Global bonds and equities: soft landing hopes boost returns An easing in global inflation and still resilient economic growth – despite aggressive central bank rate hikes last year – has...

The Government has implemented its election policies and expects lower budget deficits this year and next thanks to another revenue windfall and various savings. Future years show a significant deterioration though as structural spending pressures, higher interest rates and lower productivity growth impact. As the...

Market trends: bonds and equities slide further [vc_video link='https://www.youtube.com/watch?v=3FvtuDu5Vr0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset classes: Equities, bonds and cash Both global bonds and equities fell further in September, with equity returns again weaker than that of bonds. Cash remained king. The key development in the month...

Market Trends: Falling yields boost stocks [vc_video link='https://www.youtube.com/watch?v=B7i57i7BR9c&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset classes: Equities, bonds and cash Global equities and bonds staged a rebound in July, with both outperforming cash. Emerging signs of weakening global growth saw bond yields ease, as markets scaled back central...