The past month has been one of the most impactful periods we have experienced since our inception in 2003 — and yes, we have been around longer than many multinational wealth management firms. The ASX 200 declined 6.5% this month, broadly in line with US markets. A key driver of this volatility is the rising […]
March 2026 Insights Read More »
The February–March 2026 reporting season is now well underway, with many ASX-listed companies reporting earnings and updating guidance. Market expectations are improving, with consensus forecasts pointing to a return to positive earnings-per-share (EPS) growth in 2026following several years of subdued performance. This rebound is led by the resources sector, with additional support from banks and
February 2026 Insights Read More »
The key drivers of the market in 2025 where stock and sector specific as well as the result of macro factors. The list of policy decisions, back-flips and general abundance of information led to volatile markets. Dip-buyers were rewarded as global markets absorbed, or became immune to, the daily inundation of new information – much
January 2026 Insights Read More »
Australian Market At the time of writing (25 November), the domestic market is down nearly 6%, reflecting another period of heightened volatility and mixed news-flow. Inflation is now expected to remain above the RBA’s 2-3% target band into mid-2026, while unemployment has edged lower. Together, these factors have reduced the likelihood of a near-term interest
November 2025 Insights Read More »
Global markets continue to reach record highs, buoyed by encouraging U.S. corporate earnings and sustained investment in artificial intelligence. In the U.S., around 30% of S&P 500 companies have now reported results, with an impressive 87% exceeding earnings-per-share (EPS) expectations. Over the past few days, several bellwether firms — Microsoft, Alphabet, and Meta Platforms —
October 2025 Insights Read More »
Over the past month, the ASX 200 has declined about 0.75%, not including dividends of around $25bn paid to investors during September. When adding dividends back, investors are up again over the past month. Dividends Paid this Month (per week) Source: Coppo The market remains resilient despite some negative stock and sector specific news. Energy stocks
September 2025 Insights Read More »
ASX 200 rose nearly 3% during the past month, setting another record high above 9000 points. The year-on-year gain is about 11%, including the impact of ‘Liberation Day’ which now seemed a minor distraction. Most ASX listed companies have reported FY25 numbers during the month. Companies missing earnings expectations have been punished, even if the miss
August 2025 Insights Read More »
Another strong month in financial markets. The ASX 200 improved nearly 2%, following the lead from the USA, with the S&P 500 up about 3% resetting record highs. In the US, technology stocks have fuelled record market growth in recent months as investors focus on the AI expansion. So far, around 80% of S&P 500
July 2025 Insights Read More »
June was another eventful month, particularly from a geopolitical perspective. Offshore, we witnessed an escalation of conflict in the Middle East, followed by a recent ceasefire. Investors appear more circumspect in their approach to the daily news flow, including the prospect of a significant war. During June, the S&P500 rallied about 3%. Domestically, the ASX
June 2025 Insights Read More »
During the month, the ASX has risen about 3.5%, reversing much of the weakness following the US tariff’s announcement and the daily barrage of policy decisions from the Trump administration. Tariff uncertainty continues to create confusion globally and is delaying many business decisions until more clarity is achieved. Company executives are increasingly expressing concern, as
