Blog

Key Themes: • Technology share rotation: Both international and Australian equity markets posted positive performance, as investors rotated out of tech stocks and into value and small caps. • Fixed Income continues to rise: Both international and Australian bond prices

Key Themes: (i) Equity markets rose in June: Both international and Australian equity markets posted positive performance, with international markets continuing to be propelled by Tech and NVIDIA. (ii) Fixed Income continues to rise: Both international and Australian bond prices

LIVING YOUR BEST LIFE IN RETIREMENT  – If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living increases hit some of the basic expenses

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

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

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

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

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