Market Update – April 2024

Key Themes: Equity Markets had their first monthly decline in 2024: Both international and Australian equity markets retreated over the month as rate cut expectations were further delayed. Fixed Income falls: Both international and Australian bond prices fell, and yields

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Market Update – March 2024

Key Themes:  a) Equity Markets continue to make gains: US and Australian stock markets continue to hit record levels, driven by a resilient economy and expectations of nearing rate cuts.  b) Fixed Income had a quiet month but continues an

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Autumn 2024 – Prepare for Life Newsletter

Tax Changes – What it will mean to me ? Prime Minister Anthony Albanese has announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to

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Market Update – February 2024

Key Themes: Equity Markets Reach Further Highs: US and Australian stock markets continue to hit record levels, driven by economic optimism and strong sector performances, particularly in consumer discretionary and technology.  Fixed Income Falls: Both international and Australian bond prices

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Market Update – January 2024

International Equities: In January, the US stock market, as represented by the S&P 500, achieved a new milestone by reaching an alltime high. This remarkable performance was driven by optimism that the US Federal Reserve (Fed) is on the right

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Market Update – December 2023

International Equities: Following impressive performance in November, international equities continued to benefit from an increasingly positive outlook in the Fed’s battle with inflation. In December the Fed indicated an additional rate cut in 2024 bringing the total projection of cuts

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Market Update – November 2023

International Equities – November brought encouraging news in the international equity markets, marking a significant upturn for the first time in several months. Unhedged shares showed a healthy increase of 4.45%, but it was hedged shares that truly stood out,

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Summer 2023 – Prepare for Life Newsletter

Life Insurance through the Ages – Whoever said, “the more things change the more they stay the same”, was dead wrong when it comes to life insurance. While protection against adversity is always wise, your actual needs change as you

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Market Update – October 2023

International Equities – International Equities fared better in October than September but still retreated as both unhedged and hedged shares fell by 0.98% and 2.72% respectively. Hedged falling further due to the continuing strength of the United States Dollar as the

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Market Update – September 2023

International Equities – International Equities performed poorly in September as both unhedged and hedged shares fell by 4.02% and 3.75% respectively. This result is not unexpected as there was downward pressure on equities from multiple angles, including rising oil prices

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