We're pleased to share that Peter Leggett has been named as one of the Barron's top 100 Financial Advisers for 2022. Barron’s is a 101-year-old American magazine for investors. The ranking is both a guide to consumers looking for an adviser and a scorecard that advisers can use to measure themselves against one another. Congratulations to Peter

After a significant rally from mid-June to mid-August, global equity markets lost ground over the second half of August as real bond yields moved higher and markets increased their bets that central banks were likely to maintain restrictive policy settings for longer than earlier thought.

Global equity markets rebounded in July as markets lowered their expectations for rate hikes and bond yields rallied. In a sense, poor economic news was good news for equities. With the aggressive Fed policy tightening raising the risk of recession and signs of an easing in commodity prices and supply chain issues, markets cut their expectations of “peak” Fed funds from around 3.5 percent to 3.25% while 10-year treasury yields rallied from just under 3 percent to 2.67 per cent.

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Global equity markets continued to weaken over the June quarter with the MSCI World ex-Australia index down 16.1% in USD terms, taking the annual decline to 14.4%. In AUD terms, the fall in the currency provided some diversification, with the index down 8.4% for the quarter and 6.5% percent for the year.

The dominant theme for markets is that central banks are now clearly focused on high inflation and are prepared to sacrifice growth in pursuit of price stability.

Investment markets continued their decline throughout the second quarter of 2022, as both domestic and global markets trended lower. For investors, the largest challenge has been stomaching the rapid pivot in monetary policy globally and digesting inflation data which has proven to be more persistent than initially thought.

[VIDEO] Emotions can overwhelm strategy when markets are volatile. Director and Private Client Adviser Peter Leggett shares three rules to follow during times of turbulent investment markets.

Downward velocity in global markets tempered over the month of May as the war in Ukraine endures & inflation continues to escalate. Continuing lockdowns in China, notably in Shanghai, have had an ongoing impact on global supply chains, especially in the electronics sector.

Global markets descended further over the month of April as 'zero-COVID' lockdowns in China added to prolonged geopolitical risk pressures in Ukraine.

Quantitative tightening signalling from central banks has joined geopolitical uncertainty as core focuses for investors as heightened inflation continues to weigh on investor sentiment.

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Global markets continued their downward trend over the month of March as the Ukrainian conflict continued with no certain end in sight.

Geopolitical uncertainty continues to be the core focus for investors as upward price pressure on energy and commodities hastens the pace of inflation across the globe.

A new Omicron sub variant emerged, causing a spike in infections across Europe and China, with China imposing targeted lockdowns in key provinces.

The COVID-19 pandemic’s impact upon the way we live our lives has been significant. Reduced travel, a boom in working-from-home, reduced demand for experiences and services, increased demand for food, technology and other goods are just a few examples.

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Global markets were battered over the month of February as geopolitical fears evolved into a reality in Ukraine. As expected, the conflict between Russia and Ukraine commanded the attention of investors, dampening confidence across the globe.

Subsequent to a positive end to 2021, global markets struggled in the first month of the year, challenged primarily by prospective interest rate hikes and geopolitical tensions in Ukraine.The key focus for investors worldwide continues to be the impact that inflation will have on markets. This has seemingly created favourable market conditions for value stocks over the last month, with value displaying monthly outperformance of over 7.4% relative to growth according to the respective MSCI ACWI Value and Growth indices in local currency terms. This is only the second time since the inception of the index that Value has outperformed growth in excess of 5%.

In welcome news, the Federal Parliament passed the Treasury Laws Amendment (Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021. Effective from 1 July 2022, this legislation will implement the following superannuation changes: