Growth assets declined in September. Investors adopted a more cautious stance due to a number of factors such as: The acceleration of COVID-19 cases globally, particularly the rise in the northern hemisphere; the lack of further stimulus or bond buying programs announced by central banks; and uncertainty around the US Presidential election on 3rd November. […]

August was a strong month for growth assets with share market returns ranging from 2.5% to 8%. This is perplexing when we consider that COVID-19 cases globally are now over 25 million and the pandemic is not contained in some countries/regions. However, central banks globally continue their “whatever it takes” rhetoric with the US Federal […]

July was a relatively flat month for growth assets. Standout returns were achieved on hedged international equities as the Australian dollar continued to strengthen, a thematic over the last 3 months which now sees almost identical returns across hedged and unhedged equities over the past 12 months. The Australian dollar‘s recent appreciation is mostly against […]

On Friday last week the Australian sharemarket closed down by 2.8% in response to a falling US sharemarket.

Next month marks the 10th anniversary of the worst days of the global financial crisis in 2008

The Australian sharemarket finished the 2017/18 financial year with a solid gain of 13%.