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Research Insights | Israel - Gaza (Palestine) Conflict
The historic dispute of middle eastern territories between Israel and the State of Palestine became destructive on October 7th as the Palestinian militant group, Hamas, launched what has been labelled as a “terrorist attack” on Israel resulting in more than 1,400 Israelis being killed. In addition, Hamas took an estimated 230 Israeli soldiers and civilians hostage. Not surprisingly, an ongoing military retaliation against Hamas has ensued mainly involving air strikes against Hamas targets. The situation has been further complicated by the involvement of Lebanese Shia Islamist political party and militant group, Hezbollah. Both Hamas and Hezbollah are funded by Iran which has incentivized the U.S. to send troops to the region in a show of support for Israel and the US has been involved in bombings of facilities used by Iran’s Islamic Revolutionary Guards Corps and other Iranian proxies in neighboring Syria.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for September 2023
Investment markets struggled during the month of September, with bond yields rising, equity prices falling and yield-sensitive assets such as listed Real Estate Investment Trusts declining sharply. Against this backdrop the Funds declined during the month, with most underlying investments falling in value.
Research Insights | Market Commentary September 2023
De-inversion of yield curves continued during the month. An increase in 10 year bond yields relative to 2 year bond yields over the month weighed on both bond and equity returns for the month. Investors are re-calibrating valuations as risk-free rates and long term bond yields are changing. The prospect of higher interest rates for longer is changing risk/reward considerations for all asset classes.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for August 2023
Softer economic data pushed share markets lower during August. Partially offsetting this, bond yields fell slightly (adding to fixed interest returns) across much of the world, as most global central banks paused their interest rate hikes.
Research Insights | Market Commentary August 2023
Investment markets were up in July due to optimism regarding evidence of softening inflation. However, this didn’t stop some central banks from tightening monetary policy further. The US Federal Reserve raised interest rates in July to a range of 5.25-5.50% along with the European Central Bank raising rates to 3.75% the highest level since the year 2000. The Reserve Bank of Australia kept rates on hold in July.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for July 2023
Most investment markets lost ground in May. The Australian share market declined (-2.4%) with Consumer Discretionary, Financials and Consumer Staples stocks impacted most.
Research Insights | Market Commentary July 2023
Investment markets were up in July due to optimism regarding evidence of softening inflation. However, this didn’t stop some central banks from tightening monetary policy further. The US Federal Reserve raised interest rates in July to a range of 5.25-5.50% along with the European Central Bank raising rates to 3.75% the highest level since the year 2000. The Reserve Bank of Australia kept rates on hold in July.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for June 2023
Most investment markets lost ground in May. The Australian share market declined (-2.4%) with Consumer Discretionary, Financials and Consumer Staples stocks impacted most.
Research Insights | Market Commentary June 2023
In May investment markets fretted over the US Government’s debt ceiling negotiations as Democrats and Republicans aimed to strike a deal that would suspend the debt-issuance cap for 2 years to avoid a default. Any default would have significant ramifications for the US dollar and the credit quality of US debt with impacts felt across asset classes.
You could benefit from Age pension changes starting 1 July 2023
With many Australia’s struggling with the rising cost of living, upcoming changes to the Age Pension could provide a much-needed boost to payments mid-way through the harsh cold of winter.
Is early retirement still possible in a high inflation environment?
As far as threats to your retirement go, high inflation can be one of the most worrisome. It erodes the purchasing power of your savings and can throw many of the assumptions you’ve made about retirement out the window. And if you’re hoping to retire early, the risks it poses are even greater.
Government Incentives to Help you Break Free From Rental Crisis
If you’re renting right now, there’s a good chance that your rental payments have been on an upward trajectory. You’re not alone. According to Domain’s quarterly rent report, we’re in the longest stretch of continuous rental price growth on record. House rents are at a record high across all capital cities, and the same goes for unit rents in all capital cities except Canberra and Darwin. And things are only expected to get worse.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for May 2023
Most investment markets lost ground in May. The Australian share market declined (-2.4%) with Consumer Discretionary, Financials and Consumer Staples stocks impacted most.
Research Insights | Market Commentary May 2023
In May investment markets fretted over the US Government’s debt ceiling negotiations as Democrats and Republicans aimed to strike a deal that would suspend the debt-issuance cap for 2 years to avoid a default. Any default would have significant ramifications for the US dollar and the credit quality of US debt with impacts felt across asset classes.
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Australian Unity Pro-D Investment Funds – Monthly Fund Updates for April 2023
Investment markets delivered mostly positive returns in April.
Budget 2023-24 | Special Report
With increased funding for aged care, mental health services, and education, the budget reflects a commitment to building a more inclusive and sustainable future for all Australians. Stay informed on the latest developments by reading our full budget report on our website.
Research Insights Market Commentary - April 2023
Investment markets delivered mostly positive returns in April.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for March 2023
Markets were mixed in March as investors shifted their focus to the solvency and viability of the global Banking system and the implications for future global central bank monetary policy.
Research Insights - Market Commentary March 2023
Inflation concerns were cast aside during the month of March as investors shifted their focus to the solvency and viability of the global banking system, following the collapse of several technology-focused banks in the US.