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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 Strategem Quarterly Investment Outlook & Market Update.

In this edition, Chris Carrodus, General Manager of Asset Consulting at Evidentia, covers recent market trends, our expectations moving forward, and the potential impact on your investments.

Global share markets rallied over the June quarter, driven by resilient corporate earnings and continued enthusiasm for AI-related technology companies, while Australian shares and bonds also gained as local yields fell. In this video, Chris looks at the key market drivers for the quarter and considers how Federal Reserve policy, persistent Australian inflation and elevated valuations could shape the investment outlook in the months ahead.   