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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...
Financial Market Wrap April 2024
March: Small Caps Outperform March was one of those rare month’s where all of the asset classes in this report produced positive returns. Interestingly, the returns for the 1 year to 31 March 2024 were also very good and all positive. Global Shares on an unhedged...
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 post will...
Recovering Financially After a Setback: Rebuilding Your Path to Stability
Life has a way of throwing unexpected challenges our way—whether it's a sudden job loss, a divorce, or a financial crisis. These setbacks can take a toll on our finances and leave us feeling overwhelmed. However, with the right strategies and a positive mindset, it's...
Market Wrap May 2024
April: EM Holds Up April saw a reversal from March’s solid performance. Only Global emerging market shares and cash produced positive returns. Global shares on an unhedged basis lost 3.2%, while global shares on a hedged basis lost 2.8%. The best per forming styles...