Link to IWP's May 2025 Update (PDF) - IWP Market Update

Cameron and Lynn recently discussed several key economic and market developments in our latest YouTube video, and we have highlighted the main points for you:

• US Trade and Policy Uncertainty: Ongoing trade tensions and political developments continue to create a degree of uncertainty in the global economic outlook.

• Market Volatility and Economic Recovery: We observed significant market swings in April, influenced by a combination of mixed corporate earnings reports, evolving political concerns, and central bank policy announcements. Encouragingly, markets showed a notable rebound towards the end of the month.

• Australian Economic Resilience: Despite global headwinds, the Australian economy continues to demonstrate resilience, with inflation remaining under control and expectations of potential interest rate cuts in the future. Australia's relative insulation offers a degree of stability in the current environment.

• Long-Term Investing: As always, we emphasize the importance of maintaining a long-term perspective in your investment strategy. This includes staying invested through market fluctuations, avoiding attempts to time the market, ensuring adequate diversification across your portfolio, and regularly reassessing your risk tolerance in line with your financial goals.

As always, please do not hesitate to reach out if you have any questions or would like to discuss your portfolio in light of these developments.

Should you prefer this in video form, please head to YouTube