Markets have retraced their steps since April’s volatility, but the broader outlook remains unsettled. In this June 2025 Market Update, MGD Wealth and WTW examine the impact of softening tariff expectations, the start of Australia’s rate-cutting cycle, and the cautious sentiment shaping global portfolio positioning.

The market is once again recalibrating. In this April 2025 Market Update, MGD Wealth and WTW unpack the implications of US trade developments, a shifting inflation outlook, and potential rate cuts in Australia. As global growth diverges, we discuss what this means for portfolio positioning in the months ahead — and why maintaining flexibility and diversification remains key.

In our August 2024 Market Update, MGD Wealth and WTW examine recent market volatility, with insights from investment experts on the latest economic data, interest rate expectations, and portfolio positioning. From shifts in US Treasury yields to Japan’s market turbulence, we break down what these movements mean for investors and why staying disciplined is key.