Steward Wealth’s Quarterly Overview and Market Update for the September 2025 quarter highlights strong global momentum, with 17 share markets reaching record highs led by emerging economies. US growth remains resilient, Australia shows early signs of recovery, and commodities—particularly gold—continue to rise as markets head into the historically strong December quarter.
With markets trading at all-time highs, it’s natural to ask: what’s driving this strength? In this article, James Weir looks at the most compelling reasons that may justify the rally.
With the US facing economic headwinds and global markets moving, investors are questioning whether it’s time to rebalance. In this article, James Weir explores strategic vs tactical asset allocation and what the latest trends could mean for your portfolio.
With markets still navigating uncertainty, we explore a range of historical and behavioural indicators to assess whether the recent rally marks a real turning point — or just another bounce.
Giles Borten, Co-CEO of Centuria Bass Credit, joins James Weir to share insights into the shifting regulatory landscape of private credit and the strategic moves their fund is making to stay ahead in today’s uncertain economy. Watch the full interview.
After a post-election rally, US markets have reversed course, with the so-called Trump Bump turning into the Trump Dump. From tariffs and economic uncertainty to slowing growth, investors are facing a rapidly changing landscape. Meanwhile, European markets are surging. What’s driving these shifts, and what should investors consider?
Explore the key financial, economic, and political events of 2024 and their implications for 2025. Insights from market trends, global elections, and sectoral shifts to guide your investment strategy.
Global financial markets recently faced a sharp correction, causing investor concern. This blog examines key events, including U.S. unemployment data and Japan’s interest rate hike, that contributed to the downturn. Explore whether these shifts point to a potential recession or if they’re just part of the market’s usual fluctuations.
In our inaugural blog post of the year, we delve into a comprehensive review of the financial market’s 2023 performance. Unpacking the lessons learned, we provide valuable insights into what lies ahead for 2024.