Investment update

Read the latest investment environment updates from our investment advisers.

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Previous updates

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.

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.

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.

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.

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...

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...

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...

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...

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...