Wealth 11 Dec 2023 Market Wrap November 2023Markets Local: The ASX200 index performed well in November, rising by 5.03% Global: The S&P 500 was up 8.92% in… Level One
Wealth 10 Nov 2023 Market Wrap October 2023Markets Local: The ASX200 index total return for October was a negative return of 3.8%, with the year to date… Level One
Wealth 13 Oct 2023 Market Wrap September 2023Markets Local: The ASX200 index fell again in September to finish the month -2.84% down. Global: The S&P 500 was… Level One
Wealth 08 Sep 2023 Market Wrap August 2023Markets Local: The ASX200 index fell -0.73% over August, keeping the index steady over the month. Global: The S&P 500… Level One
Wealth 08 Aug 2023 Market Wrap July 2023Markets Local: The ASX200 index matched the Developed Market world performance index, rising (+3.2%) in July. Global: The S&P 500… Level One
Wealth 12 Jul 2023 Market Wrap June 2023Markets Local: The ASX200 index rose 1.8% in June underperforming the MSCI Developed Markets Index which rose 5.7% in the… Level One
Wealth 09 Jun 2023 Market Wrap May 2023Markets Local: The ASX200 underperformed in May falling -2.5% on continued rate hike expectations. Global: The S&P 500® gained 0.4%… Level One
Wealth 10 May 2023 Market Wrap April 2023Markets Local: The ASX200 had a strong April rising 1.85% over the month. Investor sentiment improved with the RBA`s decision… Level One
Wealth 05 Apr 2023 Market Wrap March 2023Markets Local: The ASX200 index fell slightly by -0.16% over March, following a -2.5% fall in February. Global: The S&P… Level One
Wealth 09 Mar 2023 Market Wrap February 2023Markets Local: The ASX200 index fell -2.4% over February, as the RBAs 25 bps rate hike to 3.35% placed pressure… Level One
Wealth 10 Feb 2023 Market Wrap January 2023Markets Local: The ASX200 index rose 6.2% in January as investors improved their economic outlook. Global: The S&P 500 also… Level One
Wealth 07 Dec 2022 Market Wrap November 2022Markets Local: The ASX200 index rose 5.6% over November, as investors responded to a more dovish than expected RBA 25… Level One
Wealth 14 Nov 2022 Market Wrap October 2022Markets Local: The ASX200 index gained 6.0% over October, as investors responded to a more dovish than expected RBA 25bps… Level One
Business, Wealth 28 Oct 2022 Shuffling the Deck: 2022-23 Budget 2.0There is nothing in this Budget that would create a UK style crisis. The stage 3 tax cuts legislated to… Level One
Wealth 11 Oct 2022 Market Wrap September 2022Markets Local: The ASX200 index fell -6.2% over September, as investors priced in the most aggressive rate hiking cycle since… Level One
Wealth 09 Sep 2022 Market Wrap August 2022Markets Local: The ASX200 index lifted 1.2% in August, driven by a resilient reporting season where results impressed in a… Level One
Wealth 09 Aug 2022 Market Wrap July 2022Markets Local: The ASX200 had a strong July posting a 9.2% gain following a disappointing June result. Global: The S&P… Level One
Wealth 12 Jul 2022 Market Wrap June 2022Markets Local: The S&P/ASX 200 Index struggled in June. Rate hikes, recession fears, and rising inflation led to the benchmark… Level One
Wealth 08 Jun 2022 Market Wrap May 2022Markets Local: The ASX200 index relatively underperformed, falling -2.6% over May, as investors reacted to the RBA hiking the cash… Level One
Wealth Superannuation Update 31 May 2022 Year End Superannuation Planning 2022With 30 June fast approaching, it is time to review your superannuation position to see if there are any strategies… Level One
Wealth 10 May 2022 Market Wrap April 2022Markets Local: The ASX200 index fell slightly by -0.9% relatively outperforming the developed markets which did not fare as well.… Level One
Wealth Superannuation 12 Apr 2022 Changes to Superannuation 2022The Treasury Laws Amendment Bill which implements the majority of changes proposed in the 2021-2022 Federal Budget has now passed… Level One
Wealth 08 Apr 2022 Market Wrap March 2022Markets Local: The ASX200 index improved well over March with a 6.9% rise. Global: The S&P500 index rose 3.7% in… Level One
Wealth 07 Mar 2022 Market Wrap February 2022Markets Local: The ASX200 index rose 2.1% in February. The Energy sector lead the way with an 8.6% rise, while… Level One