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Rob Hogg: A month of two halves
May was a month of two halves for equity and bond markets. In the first half of the month equity and bond prices rose (bond yields fell), but the second…Brent Tuckerman3 February, 2025The CPI had more market impact
Last night in the US two key events occurred – the release of the May Consumer Price Index (CPI) and the latest Federal Open Market Committee (FOMC) announcement. The CPI…Brent Tuckerman3 February, 2025Rob Hogg: Influenced by News
Influenced by news of slowing inflation and growth momentum in the US in particular, June was a positive month for most global equity and bond markets (with bond yields falling).…Brent Tuckerman3 February, 2025Rob Hogg: July – a month of “rotation” in equity markets
July was a month of “rotation” in equity markets, weaker commodity prices, and further easing in global inflation pressures. This shifting dynamic resulted in rising hopes across the globe for…Brent Tuckerman3 February, 2025Rob Hogg: Few Notes on Recent Market Turbulence
Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have…Brent Tuckerman3 February, 2025SGH Property Income Fund – June Quarterly Update
The SGH Property Income Fund is about investing in quality real estate for income.Brent Tuckerman3 February, 2025August Macroeconomic Update
There seem to have been several factors that have come together and given us this period of turbulence and they're all somewhat interrelated but they're all also independent, but they've…Brent Tuckerman3 February, 2025Rob Hogg: From extreme volatility to recovered losses
Early August witnessed extreme volatility in equity markets but by month’s end most markets had fully recovered their losses. Rate cut expectations became more pronounced over the month.Brent Tuckerman3 February, 2025Rob Hogg: Out-sized rate cut in the US and rate-cut resistance from the RBA
September witnessed an out-sized rate cut by the US central bank, renewed stimulus measures by Chinese authorities, and continued rate-cut resistance from the Reserve Bank of Australia. We remain optimistic…Brent Tuckerman3 February, 2025
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