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Market Wrap February 2024

January: Steady Start to 2024 After an excellent month in December, returns in January seemed to be somewhat subdued. Global Shares on an unhedged basis were the best performers gaining 4.5%. Global shares on a hedged basis gained 1.8%. Momentum as a style was...

Crafting Your Retirement Roadmap Across Life Stages

Retirement planning is a critical endeavor that varies based on the specific characteristics of each country’s financial system. In Australia, the retirement landscape is shaped by superannuation funds, government policies, and economic conditions. This blog...

Financial Market Wrap March 2024

February: Global Shares Dominate February saw solid returns, particularly for Global Shares. Global Shares on an unhedged gained 5.9%. Global shares on a hedged basis gained 4.7%. Momentum as a factor was exceptionally strong again in February, extending its lead over...
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