Australia’s economy is showing renewed strength with growth supported by household spending and investment. This shift creates opportunities for small caps and cyclicals, with early signs of a rebound as rate cuts begin. Our latest insights outline the investment implications, sector positioning and portfolio strategies to help investors navigate the cycle with confidence.
August 2025 delivered fresh market highs and renewed risks. The RBA cut rates again, pushing the ASX 200 to record levels, while global equities rallied on resilient earnings and AI-driven momentum. Yet inflation pressures, housing strength, and escalating US tariffs added volatility. In this month’s GP Wealth Market Snapshot, we unpack the key drivers across Australia, the US, and global markets, and highlight what investors should watch heading into September.
The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.
In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.
The September 2025 edition of The Research Monitor features exclusive insights from leading investment minds, including Martin Crabb and Jules Cooper. Explore Q2 performance highlights, stock recommendations, and forward-looking perspectives on enterprise AI, digital disruption, and income strategies tailored for sophisticated investors and C-suite decision-makers.
August 2025 delivered fresh market highs and renewed risks. The RBA cut rates again, pushing the ASX 200 to record levels, while global equities rallied on resilient earnings and AI-driven momentum. Yet inflation pressures, housing strength, and escalating US tariffs added volatility. In this month’s GP Wealth Market Snapshot, we unpack the key drivers across Australia, the US, and global markets, and highlight what investors should watch heading into September.
The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.
The September 2025 edition of The Research Monitor features exclusive insights from leading investment minds, including Martin Crabb and Jules Cooper. Explore Q2 performance highlights, stock recommendations, and forward-looking perspectives on enterprise AI, digital disruption, and income strategies tailored for sophisticated investors and C-suite decision-makers.
