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Category:
Monthly Reports
Monthly Report – February 2026
6 March 2026
Financial markets are currently in a state of flux after the US launched “Operation Epic Fury”, after the markets closed…
Monthly Report – January 2026
5 February 2026
The first month of the year was characterised by strong gains for equity markets, the exception being the NZX 50 which continued its…
Monthly Report – December 2025
13 January 2026
A year of divergence: Commodities and emerging markets take the lead The Christmas rally failed to materialise in December for…
Monthly Report – November 2025
5 December 2025
Most major equity markets eked out small gains in November, but markets were far from subdued, with the S&P 500…
Monthly Report – October 2025
6 November 2025
Of the 315 S&P 500 companies that have reported third-quarter results so far, 83.2% have surpassed analysts' estimates, according to…
Monthly Report – September 2025
7 October 2025
Global equities continued to rally through September in what is often seen as a weak month for financial markets, with…
Monthly Report – August 2025
5 September 2025
'Small caps are back’ may well have been the headline for global equity markets in August. In the US, headline…
Monthly Report – July 2025
6 August 2025
Global equity markets were stronger in July with the MSCI World Index rising +1.3%. Although markets were relatively quiet compared…
Monthly Report – June 2025
3 July 2025
The June quarter was historic and tumultuous. Less than 3 months ago the headlines were all about the Nasdaq and…