SEPTEMBER 2025 INVESTMENT REPORT September is usually the weakest month for the share market. While predicting short-term share market movements is fraught, in this case

AUGUST 2025 INVESTMENT REPORT Please find attached your monthly report for the month of August. The transition to the DASHreporting platform is ongoing and, while

Change Investment Reporting Vendor As you may be aware, our back office – Integrated Portfolio Solutions (IPS – now owned by DASH) – ceased its

June 2025 delivered strong gains, with the All Ordinaries and ASX 200 both rising over 5%, a welcome surprise in what is typically a volatile

THE HORIZON PERTH OFFICE HAS MOVED INTO A NEW OFFICE. PLEASE NOTE OUR NEW ADDRESS; LEVEL 22, 240 ST GEORGES TERRACE, PERTH WA 6000 May

The Australian and global share markets had plenty to digest during April -the least not being the US tariffs and the apparent chopping and changing

The Ides of March certainly lived up to their ominous reputation this year, with all major indices finishing the month in the red. Markets thrive

The strong market momentum observed in January took a sharp turn in late February that has continued into March, reversing earlier gains as investor sentiment

Spurred on by New Year optimism and the election of Donald Trump as the new apparent economic messiah, the US markets lead global markets higher

Despite a strong start to December, most indices gave up these gains towards the back end of the month as profit taking came to the

Trump, Trump and more Trump. In our November investment report, we stated that “we expect a relief rally in equity markets as we pass through

As a result of an unexpectedly strong September market (historically, September is the worst month for equity markets in the United States and Australia) the

Historically, September is one of the worst months of the year for equity markets in the United States and Australia. However, just to show that

Despite the continuance of a strong lead from US markets, the Australian market was mixed during August with most indices either neutral or showing a

JULY 2024 PORTFOLIO REPORT

The month of June saw increased Australian market volatility with resources hit particularly hard as expectations of an early global economic recovery waned as a