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Investment update

Read the latest investment environment updates from our investment advisers.

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Latest updates

April 2025 investment update banner
26 May 2025
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Investment update - April 2025

In April 2025, global markets remained volatile as the effects of US President Donald Trump’s surpri...
2025 Webiste banner Investment update March 2025 v1
24 Apr 2025
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Investment update - March 2025

In March 2025, global markets dropped sharply as investors reacted to US President Donald Trump’s sw...

Previous updates

September investment update banner
24 Oct 2024
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Investment update - September 2024

Market updateThe US S&P 500 increased in September by 2.0%, despite being 4% lower early in the mont...
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24 Sept 2024
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Investment update - August 2024

The US S&P 500 increased in August by 2.3%, adding to its very strong performance in recent times.
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15 Aug 2024
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Investment update - July 2024

The US S&P 500 increased in July by 1.1%, continuing its very strong run over the last 12 months.
June investment update banner
23 July 2024
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Investment update - June 2024

The US S&P 500 had a solid performance in June increasing by 3.5%, chalking up a remarkable 22.7% return for the financial year.
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25 June 2024
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Investment update - May 2024

The US S&P 500 led from the front in May, as global equities returned to their winning ways and retraced their April losses.

April 2024 investment newsletter banner
23 May 2024
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Investment update - April 2024

Share markets took a breather in March after having a very strong run over the prior six months.

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15 Apr 2024
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Investment update - March 2024

Share markets continued their very strong run in March, with both Australian shares and developed international shares (hedged) up 3.3% for the month.
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26 Mar 2024
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Investment update - February 2024

Global share markets were very strong in the month of February, with developed international shares up 5.9% on an unhedged basis in the month alone.
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22 Feb 2024
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Investment update - January 2024

The strong finish to the year for share markets continued. These gains were driven significantly by solid economic data combined with easing inflation
December Newsletter banner
25 Jan 2024
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Investment update - December 2023

Optimism regarding potential 2024 central bank rate cuts closed out the year on a positive note.
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20 Dec 2023
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Investment update - November 2023

Global financial markets rallied strongly in November and inflationary pressures began to ease in many major economies.

October investment update 2023 banner
27 Nov 2023
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Investment update - October 2023

Bond and share markets alike continued their downwards slide in October, as investor sentiment was rocked by rising long-end bond yields.

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