Quarterly Market Update – May 2025: Market Volatility and Recovery: Navigating Current Investment Opportunities
Despite the market volatility and tariff speculation that dominated headlines over the past year, equity markets have shown remarkable resilience, recovering to levels not seen since early in the calendar year. After sharp declines in both global and Australian markets following initial tariff announcements from the US, markets have bounced back strongly. What’s particularly interesting is how the recovery has been driven by some unexpected sectors – with technology and utilities leading the charge, while traditional areas like materials and energy have struggled to keep pace. The earnings story behind these movements reveals some interesting insights about where growth is really coming from in today’s market environment.
To hear our investment team’s latest views on market positioning, portfolio performance, and their outlook for the months ahead, click the link below to access the full webinar recording.
Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.