The March 2025 Mercer Chart Pack presents a landscape where global markets are adjusting to shifting trade dynamics, easing inflation, and evolving monetary policies. Investors face a mix of cautious optimism and persistent headwinds, particularly in equities and real assets.
The March 2025 Mercer Market Review highlighted significant global economic developments and evolving investment conditions. While Australian markets showed modest resilience, global uncertainties — especially related to geopolitical tensions and trade policies — weighed on investor sentiment.
The funds that have been rated negative by our analysts have characteristics in common.
Morningstar has conducted research on active and passive investment strategies and their associated vehicles since 1986. Strategies are given a rating – Gold, Silver, Bronze, Neutral or Negative. These ratings are a summary expression of our analysts’ forward-looking analysis of the investment strategies. The top three ratings of Gold, Silver, and Bronze all indicate that our analysts expect the rated investment vehicle to beat the Morningstar Category index or category median over the long term.
Read MoreThe global financial landscape in February 2025 was marked by shifting monetary policies, trade tensions, and mixed market performances. The Reserve Bank of Australia (RBA) cut interest rates, the U.S. imposed new trade tariffs, and the equity and bond markets experienced fluctuations. Here’s a breakdown of the key developments and their implications for investors
Read MoreDoes the sales pitch for private assets hold up to scrutiny?
Conventional wisdom is a byproduct of groupthink that presents solutions good enough
for the average person while simultaneously not being right for any individual. You
follow it at your peril. The more different you are from the person that defined a rule the
less you should follow the rule. Each Monday I will challenge the investing norms that
just may be holding you back from living the life you want.
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