2024 Q3 September Quarter Review

  • The US Fed moves on rates.

  • Brief chaos in Japanese market highlights value of long term thinking.

  • Global and Australian stock gains, with bonds offering good returns. 

  • Strong returns across many sectors, while tech struggles on AI questions.

  • Australian real estate beginning to ease up with quarterly falls in some capitals.

2024 Q2 June Quarter Review

Points of Note:

The US economy continues to be resilient while Europe sees rate cuts.

Slightly negative market returns in Australia.

Positive global returns, but Australian dollar a headwind for unhedged investors.

Market rally narrows back to big tech names.

Australian real estate still strong, but Melbourne & Hobart lag.

2024 Q1 March Quarter Review

Points of note:

  • Sharemarkets very strong in most developed markets 

  • Market rally in US broadens beyond tech, with Apple and Tesla struggling.

  • Bonds more mixed with questions over predicted rate moves.

  • Chinese markets continue to lag, but valuations appear attractive. 

  • Australian property prices & rents continue their upward momentum.

Financial Control

With property prices losing touch with reality in many markets, some children have been leaning on their parents for a deposit, simply just to get access to the market they wouldn’t otherwise be able to crack. It’s something that might be termed a living inheritance. But is physical real estate the only way for young people to set themselves up well financially? As a parent willing to contribute to your son/daughter’s deposit on physical real estate, would you consider, as an alternative, contributing to their investment portfolio?