Insights / September 2024

Jeff Wain and Dr Steve Garth (External Investment Consultant) discuss key themes that influenced financial markets over the 12 months to 30 June 2024, including:

• Equity Markets around the world have had a strong year to end of June, led by large tech stocks in the US.
• The ASX has been led by the big banks, but this has been offset by a poor performance from the mining sector, as iron ore prices have fallen, and
• Bond yields have stabilized, although they remained volatile as the market reassess the size and timing on rate cuts.