FY24 market wrap and outlook
Global Financial markets recovered throughout FY24, after hitting lows in October 2023 on worries over rising interest rates causing a...
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William Keenan
- Apr 5
- 3 min
Quarterly market update - March quarter 2024
Global Global shares have had a strong run over the past quarter (+14.1%) on expectations that inflation and interest rates will ease in...
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William Keenan
- Jan 15
- 3 min
Quarterly Market update - December 2023
Global Global equity markets rallied into the end of 2023, as US inflation and oil prices retreated. The US Federal Reserve (the Fed)...
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William Keenan
- Oct 6, 2023
- 4 min
Monthly Market Update - September 2023
Global The US equity market retreated during the September quarter as upward pressure on core inflation raised expectations for interest...
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William Keenan
- Sep 8, 2023
- 3 min
Monthly Market Update - August 2023
Global The US economy remains resilient, but Europe and China continue to slow. The US cash rate is at 5.25-5.50% and US bond yields have...
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William Keenan
- Aug 8, 2023
- 3 min
Monthly market update - July 2023
Global US growth and employment continue to prove resilient, but interest rates continue to creep higher, with the US Federal Reserve...
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William Keenan
- Jul 7, 2023
- 3 min
Monthly Market Update - FY23
Global Equities have proven remarkably resilient in the face of the fastest tightening cycle in history. Central Banks have been...
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William Keenan
- Jun 7, 2023
- 4 min
Monthly Market Update - May 2023
Global Despite worries over the US debt ceiling and the US Federal Reserve (the Fed) continuing to lift interest rates to dampen...
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William Keenan
- May 8, 2023
- 3 min
Monthly Market Update - April 2023
Global April brought calm after the unnerving US and European banking issues in March. Most asset classes finished higher, with only...
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William Keenan
- Apr 11, 2023
- 3 min
Monthly Market Update - March 2023
Global Financial markets remained remarkably resilient during the March quarter given it involved a mini-banking crisis, starting with US...
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William Keenan
- Mar 10, 2023
- 3 min
Monthly Market Update - February 2023
Global January’s optimism turned to caution in February. While headline inflation may be falling, core inflation continues to remain...
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William Keenan
- Feb 14, 2023
- 4 min
Monthly Market Update - January 2023
Global The new year has started with a bout of optimism, which seems to be mostly related to China relaxing its COVID restrictions,...
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William Keenan
- Jan 12, 2023
- 4 min
Monthly Market Update - December 2022
Global 2022 was a tough year for US investors with the S&P/500 index down 18% (after dividends) and US bonds down around 15%. However,...
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William Keenan
- Dec 13, 2022
- 3 min
Monthly market update - November 2022
Global Growth assets continued to rally in November on optimism that inflation has peaked in the US and that the US Federal Reserve (the...
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William Keenan
- Nov 7, 2022
- 3 min
Monthly Market update - October 2022
Global Growth assets staged a recovery in October, after a major sell-off in September. Bank and Energy sectors led gains as key plays on...
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William Keenan
- Oct 10, 2022
- 4 min
Monthly Market Update - September 2022
Global Australian and Global shares surprisingly finished flat over the September quarter but that belied the underlying volatility of...
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William Keenan
- Sep 12, 2022
- 3 min
Monthly Market Update - August 2022
Global The rally in equity markets continued for most of August on falling oil prices and hopes inflation has peaked. However, the US...
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William Keenan
- Aug 14, 2022
- 3 min
Monthly Market Update - July 2022
Global Bond yields and commodity prices retreated in July, as worries over global recession began to take hold. Ironically, this led to a...
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William Keenan
- Jul 11, 2022
- 5 min
Monthly Market Update - June 2022
Global The 2021/2022 financial year was a tale of two halves. In the first half, markets were optimistic and looking forward to a...
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William Keenan
- Jun 17, 2022
- 4 min
Monthly Market Update - May 2022
Global High inflation continues to remain the key global issue, with Russian sanctions and China’s lockdowns likely to exacerbate and...
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