Matrix Norwest Asset Management June 2025 Snapshot
Matrix Norwest Asset Management Performance * Whilst our office is facilitating the platform transition from Mason Stevens to HUB24, your realised performance may slightly differ from the performance disclosed. Please refer to your investment platform for your realised return. Summary June was a strong month for global financial markets, marked by dramatic geopolitical events that […]
Matrix Norwest Asset Management May 2025 Snapshot
Matrix Norwest Asset Management Performance * Whilst our office is facilitating the platform transition from Mason Stevens to HUB24, your realised performance may slightly differ from the performance disclosed. Please refer to your investment platform for your realised return. Summary The Trump administration signalled a shift toward diplomacy, engaging in multiple bilateral trade negotiations and […]
Matrix Norwest Asset Management April 2025 Snapshot
Matrix Norwest Asset Management Performance * Whilst our office is facilitating the platform transition from Mason Stevens to HUB24, your realised performance may slightly differ from the performance disclosed. Please refer to your investment platform for your realised return. Summary The Trump administration announced reciprocal tariffs in early April, in what was labelled ‘Liberation Day’. […]
Market Update: A time for Patience, Perspective, and Discipline
Good afternoon, As I write this, global share markets are experiencing a sharp and swift correction — now approaching bear market territory, with nearly a 20% decline from the 19 February 2025 high. The catalyst is the Trump administration’s proposed global tariff regime. Thus far, the market reaction has been significant. Importantly, markets don’t react […]
Matrix Norwest Asset Management March 2025 Snapshot
Matrix Norwest Asset Management Performance * Whilst our office is facilitating the platform transition from Mason Stevens to HUB24, your realised performance may slightly differ from the performance disclosed. Please refer to your investment platform for your realised return. Summary March was marked by heightened uncertainty surrounding President Trump’s tariff threats, significantly weakening investor sentiment. […]
Matrix Norwest Asset Management February 2025 Snapshot
Matrix Norwest Asset Management Performance *Please note that the portfolio performance stated above may slightly differ from those observed by clients on their Mason Stevens account. This may be due to client-specific factors such as account balance, portfolio deposits/withdrawals and reinvestment of distributions. Summary US tariff concerns continue to weigh on global investor sentiment. Softer […]
Matrix Norwest Asset Management January 2025 Snapshot
Matrix Norwest Asset Management Performance *Please note that the portfolio performance stated above may slightly differ from those observed by clients on their Mason Stevens account. This may be due to client-specific factors such as account balance, portfolio deposits/withdrawals and reinvestment of distributions. Summary Global and domestic equity markets rallied to record highs in January, […]