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As we reflect on the financial year, the past 12 months have presented extraordinary challenges, most notably the unprecedented increase in interest rates, signaling a softening economy with the full brunt of the pain yet to be felt. However, amidst the heightened pessimism, both domestic and overseas equity markets have staged a remarkable recovery. This… [Read More]

The strong start to 2023 has continued despite the shock waves caused by the collapse of Silicon Valley Bank and Credit Suisse. Although equity markets did sell-off at the time, it was short-lived as major markets finished higher over March. The one area of consensus appears to be the view that the issues were largely… [Read More]

It was the most challenging year for investment markets since the GFC. There was a welcome improvement in the last quarter, but with some of the gains given back in December. Importantly, our portfolios have remained resilient during a challenging year and continue to be well placed as we head into 2023. It’s pleasing that… [Read More]

The number one concern dominating markets has moved from inflation to growth in recent weeks. Inflation remains stubbornly high caused by temporary supply constraints due to Chinese COVID restrictions, weather events, and the Russia-Ukraine war.  The market reaction has been particularly severe because of the expectation that central banks would continue to raise interest rates… [Read More]