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Investment update

Read the latest investment environment updates from our investment advisers.

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Previous updates

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.
November newsletter banner
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.
September 2023 investment update banner
29 Oct 2023
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Investment update - September 2023

A quarter of steadily rising bond yields culminated in deteriorating sentiment in September that engulfed markets and led to broad equity sell-offs.
August investment newsletter banner
28 Sept 2023
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Investment update - August 2023

Markets see-sawed in August, partially reversing last month’s bullish tilt as investors touched the brakes on risk assets.
July investment update banner
16 Aug 2023
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Investment update - July 2023

While July saw continued hiking from central banks, there was an overall dovish tilt in market sentiment.
June investment update banner
26 July 2023
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Investment update - June 2023

Markets continued to perform their monthly investor sentiment see-saw in June, positively rebounding from the caution demonstrated through May.
Investment update banner May 2023
29 June 2023
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Investment update - May 2023

May saw more cautious markets in response to a string of negative news, retreating from the more positive sentiment of the previous months.
April investment newsletter banner
30 May 2023
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Investment update - April 2023

April saw continued improvement in investment sentiment following bank collapses in the US and Europe in March.
Investment update banner March 2023
17 Apr 2023
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Investment update - March 2023

March proved a mixed one for the global economy. A handful of banks collapsed in the United States and Europe, however inflation continues to ease.
Investment update February 2023 banner
31 Mar 2023
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Investment update - February 2023

February saw a moderate reversal of January’s rally across both risk and defensive assets.
January investment update banner
21 Feb 2023
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Investment update - January 2023

The 2023 calendar year commenced with a strong rally across both growth and defensive asset classes, with growing optimism about a peak in inflation.

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