Piers Bolger

The Week Ahead – 18 December

Investment Market Update: December 18 The December Xmas rally continued over the week with equity and bond markets higher, although domestic equities stole the show with exceptionally strong investment performance by the resources sector.  In addition, the rebound in the A$ (+2.0% v’s US$) also contributed to solid returns from both hedged global equities and GREITs.  The rally in equities The Week Ahead – 18 December

Financial Markets Update: November

Financial Market Update: November After a difficult period through September and October, financial markets rallied strongly over November. Comments from the US Fed around the ongoing direction of inflationary expectations and their own assessment that monetary policy was now in ‘restrictive territory’ resulted in both equity, property and bond markets moving substantially higher over the month as bond yields fell Financial Markets Update: November

The Week Ahead – 11 December

Financial markets enjoyed another solid week with equity and bond markets higher. Domestically, the weaker than f’cst GDP numbers (act +0.2% v’s +0.5% f’cst; +2.1% y/y) resulted in bond yields continuing to push lower with a view that the RBA is now finished with its tightening rates. While the ‘hold’ was expected at its Dec meeting, we still see the The Week Ahead – 11 December

The Week Ahead – 4 December

investment market update from infinity and piers bolger
Financial markets continued to rally during the week, supported by further dovish comments by US Fed Chair Jerome Powell who indicated that US cash rate policy was ‘well into restrictive territory’. We now take the view that US cash rates have peaked, and the next move will be lower. However, while the market is pricing in the first rate cut The Week Ahead – 4 December

The Week Ahead – 27 November

investment market update from infinity and piers bolger
Financial markets enjoyed a solid rebound over the week post the release of the US CPI data which was lower than expected. This resulted in a big uplift in both equity and bond markets on the back that the Fed may be done in regard to its rate tightening cycle. The week also saw the wrap up of the APEC The Week Ahead – 27 November

Quarterly Update – Multi Asset Portfolios

The third quarter of 2023 was a difficult period for financial markets with all major asset classes generating negative returns against a backdrop of rising bond yields, ongoing inflationary pressures, slowing economic activity and increasing geopolitical and trade risks that continue to create headwinds for broader market stability. However, despite the challenges over the quarter, the Portfolios held up well, Quarterly Update – Multi Asset Portfolios

The Week Ahead – 20 November

investment market update from infinity and piers bolger
Financial markets enjoyed a solid rebound over the week post the release of the US CPI data which was lower than expected. This resulted in a biguplift in both equity and bond markets on the back that the Fed may be done in regard to its rate tightening cycle. The week also saw the wrap upof the APEC Conference where The Week Ahead – 20 November

The Week Ahead – 13 November

investment market update from infinity and piers bolger
Financial markets were a little mixed over the week. The Aust market was impacted by the shorter trading week along with the move by the RBA to increase cash rates by a further 0.25% to 4.35%. The increase was expected by many investors in the market given that inflationary pressures remain challenging. The tone from the RBA continues to point The Week Ahead – 13 November