Dermot and Dr Steve Garth (External Investment Consultant) discuss some of the key themes that influenced financial markets over the quarter:  

• Equity Markets around the world have had a strong quarter, led by large tech stocks in the US.
• However, all markets are doing well on expectations of interest rate cuts later in the year.
• 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 and nickel prices have fallen
• Bond yields have stabilized, although they are up slightly over the quarter as the market reassess the size and timing on rate cuts

For further detail, please download our Quarterly Market Update report below:

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