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04 April 2022
Themes For February
The Russian invasion of Ukraine threw financial markets into turmoil during the month which saw equity markets continue their slid...
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02 February 2022
Themes For January
Following a very strong year in 2021, the new year commenced on a negative note as markets were spooked by the prospect of higher ...
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13 December 2021
Themes For November
Concerns about the emergence of the new Omicron COVID-19 variant caused global equities to retreat late in the month, pushing mark...
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29 October 2021
Themes For October
Following the pullback last month, share markets bounced back with a vengeance in October with the US leading the way, advancing b...
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30 September 2021
Themes For September
Equity markets took a breather in September with most major exchanges declining for the month....
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29 August 2021
Themes For August
Equity markets continued to push higher in August led by the US technology sector with the NASDAQ advancing 4.1% for the month, ou...
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30 July 2021
Themes For July
The Australian share market kicked off the new financial year on a positive note advancing 1.1% in July. ...
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22 July 2021
Themes For June
The Australian share market finished the financial year on a positive note improving by 2.3% for the month bringing the full finan...
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01 June 2021
Themes For May
Financial markets were fairly subdued during May, although most equity markets managed to record modest gains for the month....
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13 May 2021
Themes For April
Equity markets built on the strong gains recorded in March to post further impressive results in April. ...
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30 March 2021
Themes For March
Global equity markets rebounded strongly in March as prior concerns about the imminent risk of inflation subsided....
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27 February 2021
Themes For February
Bond markets took centre stage in February with longer term bond yields moving sharply higher reflecting concerns about inflation....
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29 January 2021
Themes For January
Following the turbulence of 2020, markets got off to a fairly subdued start to the new year with most major exchanges either flat ...
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30 November 2020
Themes For November
The Australian market roared back to life in November advancing by 10%, its best monthly return since 1988, boosted by strong gain...
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29 October 2020
Themes For October
October has historically been a poor month for share markets, however, the Australian market bucked this trend recording a solid r...
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30 September 2020
Themes For September
Equity markets took a breather in September following recent strong gains with the US market down 3.9% due to concerns about congr...
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10 September 2020
Themes For August
Equity markets continued their strong advance in August led by the US, which became the first major developed market to breach its...
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30 July 2020
Themes For July
The Australian share market edged marginally higher in July advancing by 0.5% despite Victoria moving into stage 4 COVID lockdown ...
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30 June 2020
Themes For June
Financial markets continued to build on the gains recorded since March to finish the financial year on a positive note. ...
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14 June 2020
Themes For May
Equity markets continued to surge during May on optimism that the global economy would be progressively reopened as COVID infectio...
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20 May 2020
Themes For April
Financial markets staged an impressive recovery in April, but remain well below their February highs....
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05 April 2020
Themes For March
It goes without saying that March saw an unprecedented level of volatility as financial markets struggled to come to terms with th...
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04 April 2020
THE CORONA MARKET CONUNDR
The global spread of the COVID-19 or “coronavirus” has provoked a panic in financial markets not seen since the global financi...
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02 March 2020
Themes For February
It seems an eternity ago but equity markets around the world reached record levels in mid-February, only to fall dramatically as a...
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12 February 2020
Themes For January
The Australian share market stormed out of the gates in 2020 leading the developed world by posting an impressive gain of 4.7% bui...
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30 January 2020
Investment Outlook for 20
After finishing 2018 on a decidedly gloomy note, equity markets roared ahead in 2019 posting exceptional gains for the year....
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11 December 2019
Themes For November
Markets continued their impressive run so far this calendar year with most major exchanges recording solid gains in November. It...
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29 October 2019
Themes For October
Investors breathed a sigh of relief in October as returns from global share markets were solid in a month which has historically s...
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28 October 2019
Themes For September
Share markets put in a solid performance over the month with all major exchanges posting positive returns led by Japan up 5.1% and...
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30 August 2019
Themes For August
Global share markets whipsawed around during August, primarily due to the back and forth tariff announcements between the US and C...
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29 July 2019
Themes For July
The Australian share market built on its June post-election gains, to once again lead the world’s major developed markets. ...
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27 June 2019
Themes For June
Share markets clawed back most of the losses recorded in May with major exchanges finishing strongly in the black....
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29 May 2019
Themes For May
Elections, trade wars and interest rate cut expectations dominated the financial headlines in May which saw global financial marke...
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30 April 2019
Themes For April
Markets continued their impressive run in April to the point where most have now recovered all losses sustained in the correction ...
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30 March 2019
Themes For March
Following the strong returns delivered in the first 2 months of this year, markets consolidated during March with shares in major ...
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27 February 2019
Themes For February
Financial markets continued the strong start to the calendar year by posting solid returns in February, regaining most of the lost...
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27 January 2019
Themes For January
What a difference a month makes! Following the dismal end to 2018, financial markets roared back to life in January to post health...
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30 December 2018
Investment Outlook 2019
The final months of 2018 were certainly forgettable with share markets experiencing sharp declines in the final quarter of the yea...
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29 November 2018
Themes For November
Following the sharp declines recorded in October, markets began the month strongly only to weaken through the month which saw mixe...
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28 October 2018
Themes For October
The October curse struck once again with global equity markets suffering sharp falls over the month....
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30 September 2018
Themes For September
Markets were decidedly choppy over the month with mixed results posted around the world. ...
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31 August 2018
Themes For August
Elsewhere, Asian markets were firmer with Japan up 1.4% and Hong Kong 0.8% higher however mainland China fell 0.6% weighed down by...
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31 July 2018
Themes For July
The influential US equity market once again provided a positive lead for the rest of the world by posting an impressive 4.7% gain ...
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30 June 2018
Themes For June
The Australian share market finished the financial year on a strong note posting a healthy gain of 3%, outperforming most other gl...
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31 May 2018
Themes For May
Markets defied the old adage of “sell in May and go away” by posting modest gains over the month of May....
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30 April 2018
Themes For April
Despite on-going bouts of volatility, equity markets staged a reasonable recovery in April with most markets posting respectable g...
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30 March 2018
Themes For March
Volatility was the order of the day during March as markets experienced a roller coaster ride, finishing well in the red by month'...
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28 February 2018
Themes For February
Calendar 2018 has so far produced a roller coaster ride for financial markets with the strength seen in January offset by the shar...
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30 January 2018
Themes For January
Financial markets roared into the new calendar year with a full head of steam as major equity markets around the world posted soli...
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30 December 2017
End Of 2017 Review
Calendar year 2017 proved to be a banner year for financial markets with equities in particular delivering excellent returns for i...
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