CLIENTS ONLY

Client Asset Library

Review of the past quarter’s market performance, key themes driving returns, and our outlook for the months ahead.

Our strategic partnership with Evidentia investment and asset consultants, supports our Advisors with investment research.

This collaboration underscores our commitment to providing our clients with a constantly evolving service.

As part of this initiative, we are delighted to offer you exclusive access to Evidentia's comprehensive resources. These resources include detailed reports, market analysis, and strategic investment advice, all designed to support your informed decision-making.

We are confident that our partnership with Evidentia will equip you with the necessary tools and insights to navigate your investment journey successfully.

We are pleased to share our latest Q2 2025 Market Update & Investment Insights.

In this update, Chris Carrodus, General Manager of Asset Consulting at Evidentia, reflects on a quarter marked by resilient markets and rising investor confidence.

Global markets continued to build momentum over the September quarter, supported by steady economic growth, easing inflation, and signs of a soft landing. Investor confidence was buoyed by the US Federal Reserve’s first rate cut and ongoing enthusiasm for technology and innovation. While some late-quarter softness emerged — particularly in Australia amid mixed growth signals — equities, credit, and bonds all remained broadly resilient.

With valuations elevated but policy settings still supportive, opportunities persist in select growth areas benefiting from global rate cuts. Chris explains that overall, market resilience remains the defining theme as investors navigate a shifting but constructive landscape.