Markets continued their upward trajectory during April which has largely continued unabated since the so called ‘Powell put’ earlier in the year, with the US Fed chair signalling a pause to further rate hikes. However, market volatility has picked up as the US-China ‘trade war’ has been reignited as the US seeks to precent Chinese telecom manufacturer Huawei from accessing US suppliers. 

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Yes, there will be future Federal elections, but more than most, this past election has seemed to have stirred Australian’s emotions more than I can recall. Maybe it was the boldness of the Labor proposals, maybe it was the continued infighting (interestingly, no prime minister has succeeded in serving a full term since 2007), maybe it was the solo approach that Scott Morrison took on the campaign trail (with some of his cabinet colleagues considered too toxic to appear in public).

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It’s been an interesting period for risk assets over the past six months. The last quarter of 2018 saw markets retract as sentiment shifted away from risk assets, driven by fears of further rate rises in the US and a pullback in global growth. Roll forward to the March quarter of 2019 and it has been risk on for equities, with both Australian and global markets posting double-digit returns for the quarter.

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