Posts in Market Update
MONTHLY COMMENTARY - JANUARY 2019

Inflation remains subdued globally; previously this was seen as reflecting changed market structures, increasingly the current lack of inflation pressures is being linked to weaker growth. Monetary authorities in developed markets left official interest rates unchanged but the Bank of Japan has increased its quantitative easing with growth and inflation still significantly below target.

Read More
Market UpdateBelinda Frazer
MAY MARKET UPDATE

US President Donald Trump said he would withdraw the US from an Obama-era nuclear agreement with Iran, and restore economic sanctions, in a move that hurt investor sentiment. Mid-month, North Korea abruptly cut off talks with South Korea, citing military exercises between the United States and South Korea, and threatened to cancel the planned North Korea–US summit. President Trump promptly cancelled the summit, set for Singapore in June, but after a surprisingly conciliatory statement from North Korea, the summit was reinstated.

Read More
April Market Update

April began with markets under pressure from China’s tit-for-tat response to US President Donald Trump’s announcement of tariffs and a tepid US jobs report for March, but ended strongly, particularly in Europe and Asia.

Read More