We bring you the RIPPL Roundup each month to provide an early market snapshot for New Zealand and Australian financial advisers.
Our Key Observations:
- One month investment returns were brutal, unless you were holding plenty of cash.
- The USD took no prisoners over the month and year, driven by interest rate differentials and risk aversion.
- Outside of commodities and cash, the returns from hedge funds were the next best for the year, though still negative.
- If the Bledisloe was an award for the best equity market returns over the last year, Australia would have won it.
- Global bonds had the third worst one year return out of all graphed indices.
Feel free to utilise this update with your clients, all we ask is that you reference Research IP in your communication. We can also supply individual charts as required.
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Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.
We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.
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