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As of 13 March 2025 In Summary Equity markets have retreated sharply from all-time highs as rapid-fire US tariff announcements have raised growth concerns and undermined the ‘American exceptionalism’ market narrative. Investors are increasingly concerned the Trump...
As of February 2025 Summary US tariff concerns continue to weigh on global investor sentiment. Softer US economic data and stable inflation have strengthened expectations for US rate cuts in 2025. In Australia, a solid earnings season and the first cash rate...
As of Janaury 2025 Summary Global and domestic equity markets rallied to record highs in January, fuelled by expectations of monetary policy easing and resilient economic data. However, markets experienced periods of volatility, with global bond yields spiking before...
