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After five months of market gains, April saw a pull back with most share markets delivering a negative return. Inflation and interest rates still dominates most investors thoughts. Andrew Kelleher talks about his views on where to from here in 2024.

Offshore share markets continued the positive start to 2024 in March. JMI Wealth Director Andrew Kelleher talks about why these markets have been so strong and importantly whether we will still see cuts to interest rates in 2024.

JMI Wealth Director Andrew Kelleher provides a summary of the recent company announcements, both domestically and globally, and the outlook for the economy.

Performance from the “magnificent 7” companies led to a strong market return for 2023. JMI provide their thoughts on the reason for the strong market and overall portfolio returns.

November saw a good rebound in performance for investors.

Share market returns were negative over October, but there is a silver lining for good quality companies with strong balance sheets in the current environment.

JMI Wealth Director Andrew Kelleher provides his insights on recent movements in markets, including the so-called September effect for share markets and further increases in longer term interest rates in the US.