In this quarter’s commentary, our investment team examines these contrasts in detail, exploring why markets have remained resilient despite significant disruptions to global supply chains and heightened policy uncertainty. We share our perspectives on the standout performers across global equities, Australian stocks, and property, while explaining our ongoing strategic decision to reduce exposure to domestic companies in favour of international opportunities. We also provide insights into the monetary policy divergence among major central banks and what this means for portfolios moving forward.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary September 2025 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary June 2025 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary March 2025 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary December 2024 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary September 2024 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary June 2024 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary March 2024 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary December 2023 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary September 2023 appeared first on Private Portfolio Managers.

The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We trust that it provides useful insight.

Please contact our team for further information of PPMs service offering at ppm@ppmfunds.com or 02 8256 3777.

The post Market Commentary June 2023 appeared first on Private Portfolio Managers.