As we welcome the start of a new financial year and shake off the winter chill, there’s a renewed sense of momentum in the air. With the shortest day behind us, the days are slowly getting brighter—fittingly, so too is the outlook across markets and portfolios.
Despite global headlines filled with uncertainty—rising tensions abroad, oil price swings, and changing political winds—markets have shown resilience and optimism. Here at home, the ASX closed the financial year with a strong gain of nearly 10%, its best result since the pandemic era. It’s a timely reminder that steady, long-term investing continues to serve us well.
While international tariffs and global tax rumblings are cause for watchfulness, Australia remains relatively cushioned. And though Middle East tensions have caused some shifts in oil and currency markets, the overall sentiment remains cautiously optimistic. The Aussie dollar has strengthened, and investors are closely watching the Reserve Bank’s next move—be it in July or August.
It’s moments like these that reinforce the value of a long-term plan, a steady hand, and having the right support team around you. At EWK, we remain focused on your goals, providing the guidance you need to make confident decisions—regardless of what the headlines say.
As always, we’re here to help you navigate the path ahead.
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.
“Steady as she goes” Steering Through Volatility with Purpose
In the June 2025 quarter, markets demonstrated resilience despite the noise of global politics and diverging economic signals.
Are your adult children ready for the wealth transfer?
The inheritance wave is building but most people are unprepared for the ride
Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life.
Less hibernate, more activate
When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a whole lot of good.
Let’s be honest – when it’s cold outside, the couch starts to look very attractive.
Be financially well organised
The more we can do to get our financial house in order and be financially well organised, the more we can reduce financial stress, promote wellbeing and increase our chance for a happy, healthy and productive life.
