Please click on the link below to view our research department's latest monthly market update

Key points raised are :

• Geopolitical volatility unsettled markets but eased later in the month.
• The US Dollar weakened against global currencies
• The Australian Dollar surged above US$0.70 resulting in strong returns for hedged international equities.
• The US Fed held rates in January, with markets now expecting cuts later in 2026.
• Australian headline CPI was 3.8% year on year, still above target.
• Australian equities closed higher led by Energy and Materials; Tech & AREITS lagged.
• Bond yields had modest returns in Australian bonds with hedged global bonds benefitting from a stronger Australian dollar.
• Gold and Silver surged to new highs, amid volatility.