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Investment update

Read the latest investment environment updates from our investment advisers.

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Previous updates

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.
December investment update banner
25 Jan 2023
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Investment update - December 2022

2022 closed on a pessimistic note, central banks across developed economies continuing to tighten policy settings amid persistently high inflation.
November investment update banner
21 Dec 2022
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Investment update - November 2022

Global economic uncertainty continued throughout November. Looking ahead to next year, the global economy may experience a recession in 2023.

October investment update banner
15 Nov 2022
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Investment update - October 2022

In October, the themes we've come to expect remain. However, there is some suggestion that more-positive news may be on the way in the near term.
September investment update banner v2
21 Oct 2022
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Investment update - September 2022

Markets continued to grapple with global economic uncertainty over the past month. A firm commitment by the US Federal Reserve to contain inflation...
August 2022 investment update banner
26 Sept 2022
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Investment update - August 2022

August saw a moderate reversal of July’s risk asset rally, with ongoing inflationary pressures, rising concerns over the supply of Russian gas to...
July 2022 investment update banner
18 Aug 2022
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Investment update - July 2022

The past month saw continuing policy tightening by central bank rate hikes across much of the developed world...
June investment update banner
27 July 2022
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Investment update - June 2022

Soaring inflationary pressures, hawkish central banks and the ongoing conflict in Ukraine remain the dominant themes for investment markets...
May investment update banner
29 June 2022
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Investment update - May 2022

The dominant themes over the month continued to be soaring inflationary pressures, rising interest rates and, in Australia, the result of the feder...
April Investment Environment Update featre
20 May 2022
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Investment update - April 2022

The dominant economic themes over the month continued to be soaring inflationary pressures, central bank policy settings, and the war in Ukraine...
March investment update banner
22 Apr 2022
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Investment update - March 2022

The first quarter of 2022 saw a marked dissipation in global economic optimism. While the COVID-19 pandemic’s economic and social impact continues...

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