Market Update – April 2025

Key Themes: • Equities Were Mixed: Following a significant downturn at the beginning of the month due to tariff announcements, the Australian equity market rebounded strongly, achieving a solid return. In contrast, international shares did not fully recover their earlier

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Market Update – March 2025

Key Themes: Equities Declined: Equities fell in March as investors continued to transition out of overvalued sectors into safer assets and sectors that had been neglected in 2024. This was compounded by ongoing uncertainty around the increasing number of US

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Autumn 2025 – Prepare for Life Newsletter

The Generation REDEFINING Aging – As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of ‘oldies’ who don’t feel old – and are reframing what it means to

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Market Update – February 2025

Key Themes: Equities Declined: Equities fell over the month following increased uncertainty as Donald Trump imposed new policies and economic data in the U.S. continued to weaken. AI and large-cap technology stocks struggled as scepticism grew over whether their vast

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Market Update – January 2025

Key Themes: Equities rose: Both Australian and international equities rose in January. Australian equities rose as the December CPI report came in lower than expected. International equities rose despite a momentary retraction caused by the market’s reaction to China’s DeepSeek

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Market Update – December 2024

Key Themes: – Equities fall: Both Australian equities and hedged international equities retreated in December. Australian equities fell on continuing uncertainty around China’s economic recovery and whether the RBA will cut interest rates in 2025. International equities fell following the

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Market Update – November 2024

Key Themes: Equities rose: Both Australian and international equities rose in November. US equities grew on expectations for policies under a Trump presidency that will benefit US companies, mainly US banks and US energy stocks. In Australia, technology stocks grew

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Summer 2024 – Prepare for Life Newsletter

IN THIS ISSUE – Financial wellbeing is a gift worth giving yourself; Helping the kids without derailing your retirement plans; Unlocking success: Lessons from the world’s best investors. The festive season is a time of joy and celebration but, for

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Market Update – October 2024

Key Themes: Equities retreated: Both Australian and international equities fell in October while the market faced the looming U.S. election and rising bond yields which pushed investors towards safer waters. In Australia it was bank stocks in the Financials sector

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