Your portfolio has delivered solid gains so far in 2024 and over the past 12 months as a whole, as resilience in key parts of the global economy has helped support markets.
The outlook for interest rates remained unchanged, however, there is growing expectation for a general reduction in interest r...
With existing economic and geopolitical events baked into asset prices, the market continues to focus on inflation. Globally Central Banks have proceeded with caution over the quarter yet despite some general easing of inflationary pressures pockets remain. The Bank of Japan recently raised interest...
With existing economic and geopolitical events baked into asset prices the market continues to focus on inflation. Globally Central Banks have proceeded with caution over the quarter yet despite some general easing of inflationary pressures pockets remain. The Bank of Japan recently raised interest ...
Our latest market update shows solid gains during 2023. This is a strong reversal from a tough 2022 year. Both bond and share markets have performed well, and the rise in interest rates over the past two years helps support income returns from here. Forecasters had predicted a global recession at th...
In some welcome news, the world economy is showing signs of resilience this year despite lingering inflation and a sluggish recovery in China. The International Monetary Fund (IMF) released its latest World Economic Outlook in July, where they noted this resilience is increasing the odds that a glob...
In 2023, there have been substantial gains in contrast to the challenging conditions of 2022, demonstrating the value of a long-term focus despite negative market trends. Additionally, inflation has begun to slow due to previous interest rate hikes, leading central banks to adopt a more cautious app...
After a tough 2022, returns have been supported this year by growing expectations that interest rates are close to their peaks. Many central banks have begun slowing the pace of hikes that we have experienced over the last couple of years. While we are yet to see the full impact on economies from th...
December 2022 closes off a tough year for investment markets. It’s now well-reported how high inflation has led central banks to aggressively increase interest rates, which has weighed on the returns of both bond and share markets.
Returns during 2022 have been weaker as central banks have continued to raise interest rates to combat high rates of inflation, moving away from the stimulatory policies of the last two years.
Financial markets have experienced a volatile first half of the year. Inflation, which has risen to its highest level in 30 years, has been one of the key causes of the volatility. Elevated inflation levels have forced central banks to quickly increase interest rates to try to bring inflation back d...
Over the start of the new calendar year, markets have had to deal with uncertainties with Russia’s invasion of Ukraine, triggering soaring commodity prices especially oil and gas. Given Ukraine is an agricultural powerhouse, supplies of wheat, corn and sunflower oil have also been impacted.
Broad diversification continues to support your portfolio returns with foreign share markets performing well compared to the domestic market, which has had more modest returns over the past year.
Broad diversification continues to support your portfolio returns with foreign share markets performing well compared to the domestic market, which has had more modest returns over the past year.
In many ways, this report already feels out of date. That’s not a bad thing—it simply reflects how quickly markets can move. The turmoil that followed the U.S. tariff announcement in early April is a prime example. In situations like this, one of the best responses is often to do nothing at all and ...