Global growth continued to be the primary factor driving markets assisted by the passage of the tax reform program through the US Congress.

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Equities continued their appreciation over November with the MSCI World ex Australia Index up 3.2% on an unhedged basis and the domestic S&P/ASX 200 gaining 1.6%. Global growth remained the primary factor driving markets with many sentiment factors also contributing to market upside.

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Equities had a very strong month over October with all markets recording solid gains. The MSCI World ex Australia Index (hedged) was up 2.7% while the domestic S&P/ASX 200 Accumulation rose 4.0%.

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Global equities were the notable asset class in September continuing their steady uptrend over the month, up 2.49% on an hedged basis. The primary driver was the robust economic growth being recorded globally and the flow-on to company profits.

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All asset classes recorded minimal change over August despite being impacted by a range of factors, both political and economic.  Domestically, key issues centred on the reporting
season and ongoing political uncertainty for the government because of the “dual citizenship” issue.

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Central bank cash rates and their outlook were the major features impacting markets over July. Overseas most central banks, except Japan, indicated that monetary conditions and interest rates had bottomed and were likely to tighten, albeit gradually, from here. In Australia, the RBA noted that the neutral cash rate is around 3.5% p.a., or some 200 basis points above the current cash rate.

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The financial year ended 30 June 2017 was very good to well-diversified, growth-orientated investors. Equities enjoyed well above average returns, whereas property and fixed income were far more subdued (particularly A-REITs whose annual returns were mostly driven by the results for the single month of June).

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After several months with international issues dominating investor attention, it was domestic issues that focused investor attention over May.

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Several political tensions characterized April, including Eurozone elections, tensions between the US and North Korea and simmering conflict in the Middle East. However, markets looked through these threats and were largely unaffected by them.

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The Trump administration’s tax reduction and infrastructure policies continued to have a positive influence on equity markets, following a broadly well received address to Congress in late February.

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