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Market Wrap January 2025

December: Markets Pullback Hawkish outlook from the Fed caused global financial markets to experience a pullback in December, ending a strong year on a subdued note. Australian Shares fell -3.2% over the month, with Real Estate -5.95%, Materials -4.5% and Information...

Market Wrap November 2024

October: Major asset classes delivered mixed returns for the month of October. The best performing sectors were Global Shares (unhedged) and Global Small Companies (unhedged). The worst performing sectors were Global Listed Property (hedged). Australian shares fell...

Market Wrap October 2024

September: Chinese Equities Surge Major asset classes mostly delivered gains for the month of September, led by Australian small companies. Australian Shares outperformed global equities over the month, due to the strong rally of mining stocks off the back of the...

Market Wrap January 2025

December: Markets Pullback Hawkish outlook from the Fed caused global financial markets to experience a pullback in December, ending a strong year on a subdued note. Australian Shares fell -3.2% over the month, with Real Estate -5.95%, Materials -4.5% and Information...

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Market Wrap November 2024

October: Major asset classes delivered mixed returns for the month of October. The best performing sectors were Global Shares (unhedged) and Global Small Companies (unhedged). The worst performing sectors were Global Listed Property (hedged). Australian shares fell...

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Market Wrap October 2024

September: Chinese Equities Surge Major asset classes mostly delivered gains for the month of September, led by Australian small companies. Australian Shares outperformed global equities over the month, due to the strong rally of mining stocks off the back of the...

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Market Wrap September 2024

August: Mixed Month Major asset classes delivered mixed returns for the month of August. Global Shares on an unhedged basis gained 1.8%. Global shares on an unhedged basis detracted -1.2%. Value as an investment style once again outperformed growth and momentum,...

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Market Wrap August 2024

July: Start of the New FY Major asset classes all delivered gains for the month of July, led by Global small companies and Listed Infrastructure. Global Shares on an unhedged basis gained 1.2%. Global shares on a hedged basis gained 4.1%. Value was the best performing...

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Market Wrap July 2024

June: FY Comes to an End Most asset classes delivered a positive for the Month of June with Australian Small Companies and Global Small Companies, the exception. Global Shares on an unhedged basis gained 1.6%. Global shares on a hedged basis 2.3%. Growth and Momentum...

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