DPW Monthly Market & Portfolio Update – May 2026
5 June
Despite ongoing concerns surrounding inflation, interest rates and Middle East tensions, the portfolios delivered positive returns during May as investor sentiment improved through the second half of the month, with returns ranging from 1.76% to...[Read More]
DPW Monthly Market & Portfolio Update – April 2026
7 May
The DPW portfolios experienced some recovery during the month following uncertainty caused by the continued Middle East conflict and resulting global uncertainty, with returns ranging from 1.25% to 3.88% across risk categories. The iShares...[Read More]
DPW Monthly Market & Portfolio Update – March 2026
10 April
DPW Portfolios were impacted during the month by the continued Middle East conflict and resulting global uncertainty, with monthly net returns ranging from -2.73% to -6.69%, and year to date returns ranging from -0.57% to -2.09% across all risk...[Read More]
DPW Quarterly Portfolio Positioning – March 2026
17 March
Market & Portfolio Update – March 2026 The return across the managed accounts in the last three months have been exceptional given the relatively lacklustre performance of unhedged international equities (-4.60%) over the...[Read More]
DPW Monthly Market & Portfolio Update – February 2026
17 March
The DPW portfolios had positive performance this month, with returns ranging from 0.93% to 1.82% across all risk categories. Australian equities rose consistently in February, marking our half year reporting season with major banks and utilities...[Read More]
DPW Monthly Market & Portfolio Update – September 2025
15 October
The DPW portfolios had modestly positive performance this month, with returns ranging from 0.4% to 0.6% across all risk categories. Australian equities fell in September, the first monthly decline since March, following a softer earnings season....[Read More]
DPW Quarterly Portfolio Positioning – September 2025
16 September
Market & Portfolio Update – September 2025 Over the three months to 31 August 2025, the DPW Portfolios delivered solid returns, ranging from 2.97% to 6.21% across the risk spectrum. Results were driven by our allocation in International and...[Read More]
DPW Monthly Market & Portfolio Update – August 2025
5 September
The DPW portfolios had positive performance this month, with returns ranging from 0.78% to 1.59% across risk categories. Global and Australian equities extended their rally into August, with global equity markets again hitting new all-time highs and...[Read More]
DPW Monthly Market & Portfolio Update – July 2025
6 August
The DPW portfolios had positive performance this month, with returns ranging from 1.12% to 2.56% across risk categories. Equities and bonds extended their rally into July, with global equity markets hitting new all-time highs several times...[Read More]
DPW Monthly Market & Portfolio Update – June 2025
6 July
The DPW portfolios had positive performance this month, with returns ranging from 1.04% to 1.93% across risk categories. Equities and bonds continued their rally into June, with several global equity markets reaching new all-time highs. Market...[Read More]
DPW Quarterly Portfolio Positioning – June 2025
4 July
Market & Portfolio Update – June 2025 Over the three months to 31 May 2025, the DPW Portfolio's delivered strong returns, ranging from 0.89% to 2.06%. The quarter was characterised by heightened volatility and shifting macro conditions,...[Read More]
DPW Monthly Market & Portfolio Update – May 2025
6 June
The DPW portfolios had positive performance this month, with returns ranging from 1.70% to 4.73% across risk categories. Following strong market performance in late April, equities continued to rally in May, delivering another solid month. Market...[Read More]
DPW Monthly Market & Portfolio Update – April 2025
13 May
The DPW portfolios had positive performance this month, with returns ranging from 0.53% to 0.94% across risk categories, driven largely by the impact of new trade policy on global markets, and somewhat mitigated by bond...[Read More]
DPW Monthly Market & Portfolio Update – March 2025
4 April
The DPW portfolios gave up some performance this month, with returns ranging from -1% to -3% across our five risk categories, driven largely by short term uncertainty on global trade policy, and somewhat mitigated by our bond...[Read More]
DPW Quarterly Portfolio Positioning – March 2025
1 April
Market & Portfolio Update – March 2025 During the quarter, the DPW Portfolios delivered flat to slightly positive returns across the risk spectrum as volatility steadily increased through the quarter. International equities were a key...[Read More]
DPW Monthly Market & Portfolio Update – February 2025
6 March
Our DPW portfolios withstood a challenging month for investment markets, retracing some of our gains made in January, with monthly returns ranging from -0.5% to -2.3% across our risk spectrum, against a fall in the Australian share market of -3.8%...[Read More]
DPW Monthly Market & Portfolio Update – January 2025
6 February
Our DPW portfolios delivered a robust performance in January, with returns ranging from 1.5% to 3.6% across various risk categories, driven by strong results in both Australian and International equities. Macro Commentary Markets had a strong...[Read More]
DPW Quarterly Portfolio Positioning – December 2024
6 February
2024 PORTFOLIO PERFORMANCE SUMMARY In December markets capped off a strong year, the S&P/ASX 200 fell by 3.1% during the month. Almost all sectors ended the month weaker - rate sensitive sectors such as REITS (-6.93%) and IT (-4.4%) fell while...[Read More]
DPW Monthly Market & Portfolio Update – November 2024
6 December
In November, markets experienced strong returns, with the S&P/ASX 200 rising by 3.38% for the month. Most sectors delivered solid gains, led by Information Technology, which surged 10.38%, and Utilities, up 9.07%, driven by favourable trends in...[Read More]
DPW Monthly Market & Portfolio Update – October 2024
12 November
DPW portfolios were down slightly in October as global fixed income and the Australian dollar fell. The Australian equities sleeve generated an additional 20 basis points of Alpha over the benchmark, pleasingly our equities sleeve has...[Read More]
DPW Quarterly Portfolio Positioning – September 2024
12 November
PERFORMANCE UPDATE The portfolios performed in line with expectations during the quarter as all asset classes continued to rally. Performance was underpinned from continued strong alpha from the Australian equities' subsector. The...[Read More]
DPW Monthly Market & Portfolio Update – August 2024
25 September
DPW portfolios continued their strong performance over August, led by some solid stock picking, with the Australian Equities sleeve generating 0.3% alpha, the sleeve has outperformed its benchmark by 8.6% for the calendar year. All portfolios...[Read More]
DPW Monthly Market & Portfolio Update – July 2024
8 August
Our DPW portfolios continued their strong positive performance in July, led by some solid stock picking, with the Australian Equities ‘sleeve’ generating 0.5% added relative performance in July. The Australian Equities sleeve has outperformed...[Read More]
DPW Monthly Market & Portfolio Update – June 2024
26 July
The DPW Model Portfolios have continued their strong calendar year to date, posting further gains during the June quarter. These were spurred on by buoyant equity markets, solid returns from the “alternatives” funds within the portfolios and...[Read More]
DPW Quarterly Portfolio Positioning – June 2024
26 July
PERFORMANCE UPDATE A very strong quarter across all risk levels. Performance is underpinned by strong manager alpha (value add) across many subsectors, with both equities sectors and alternatives particular standouts. Our Australian Equities...[Read More]
DPW Quarterly Portfolio Positioning – March 2024
12 April
PERFORMANCE UPDATE A very strong quarter across all risk levels. Strong performance has been underpinned by strong manager alpha (value add) across many sub-sectors, with both equities sectors and alternatives particular...[Read More]
DPW Monthly Market & Portfolio Update – March 2024
12 April
Global equity markets have continued their march higher since the start of the calendar year, supported by a robust US company reporting season, with the global MSCI World Index (in AUD) finishing up +4.3% for the month of February. The gains were...[Read More]
RBA keeps interest rates on hold for first time in 2026 – cash rate steady at 4.35 per cent
16 June
The Reserve Bank of Australia has left interest rates on hold for the first time in 2026 as the nation’s economy deteriorates and questions linger over a potential peace deal in the Middle East. Following three consecutive rate rises, the central...[Read More]
Running a side business while still employed: What to consider at tax time
11 June
Many Australians start a sole trader business or partnership while still working as an employee. It might begin as a side hustle, a family business, consulting work, a trade, an online store, or a passion project that slowly becomes more serious....[Read More]
How to plan for retirement and start the journey with confidence
11 June
Retirement is not just a date on the calendar. It is a major life transition that affects your finances, routine, relationships, health, mindset and sense of purpose. For many people, the hardest part is not deciding whether they want to stop...[Read More]
Europe, the Scottish Highlands and an Outlander dream
11 June
There are some journeys that feel like a holiday, and then there are journeys that feel like stepping through time. A trip through Europe and into the Scottish Highlands is one of those rare adventures where cobblestone streets, ancient castles,...[Read More]
Caring for Mum, Dad, Grandma or Grandpa: Why good advice matters
11 June
For many families, aged care is not just a practical decision. It is emotional, personal and often difficult to talk about. As children and grandchildren, we want the best for our parents and grandparents. We want them to feel safe, respected,...[Read More]