by Eleonor Klopsch | Jul 28, 2025 | News & Articles
July 2025 Market Overview Another strong month, quarter & year, across the board, for most assets & asset classes. The S&P500 staged an incredible rally from the April 2nd “liberation day” tariffs, which continued into June. The broad...
by Eleonor Klopsch | Jul 17, 2025 | Insights
Key Points Chinese growth is running around 5% and while threats remain high – with the property downturn and tariffs – policy stimulus is likely to be enough to keep growth okay. However, longer term structural challenges – around excess saving, demographics and...
by Eleonor Klopsch | Jul 1, 2025 | Market Movements
Stay up to date with what’s happened in the Australian economy and markets over the past month. Wars in Europe and the Middle East, volatile oil prices and shifting US policies are making headlines – but failing to dampen market optimism. The ASX closed the...
by Eleonor Klopsch | Jun 23, 2025 | Insights
Key points The US intervention in the war with Iran has substantially increased the risk of disruption to global oil supplies and a deeper impact on share markets. But predicting how this will all unfold is hard. The key is to stay focussed on the basic principles of...
by Eleonor Klopsch | Jun 23, 2025 | Newsletters
With Winter now upon us, it’s time to embrace the joys of the cooler months of the year. Now that the federal election is out of the way, and another financial year is drawing to a close, it’s a perfect time to look back at all you’ve achieved over the past 12...
