The Charts that Matter | Investment Update | July 2025

Posted on 1/8/2025

Private Wealth

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Overview:

A concise quarterly snapshot of global markets, economic trends, and investment insights from the Perks Private Wealth Investment Committee, highlighting key risks, opportunities, and strategic outlooks for investors.

Explore the latest insights from the Perks Private Wealth Investment Committee, chaired by Christo Hall, in the July 2025 edition of The Charts that Matter. This report covers key macroeconomic and market developments shaping the investment landscape, including:

Global economic outlook: Rising geopolitical tensions, erratic US trade policy, and diverging central bank strategies.
Australia: Subdued growth, high household debt, and energy cost pressures.
Equities & property: Rebounding valuations, cautious optimism, and sector-specific risks.
Infrastructure & bonds: Shifting yield dynamics and policy-driven investment implications.
Currency trends: USD weakness, AUD volatility, and potential Yen strength

With expert commentary and data-driven charts, this edition offers a clear, strategic view to help investors stay focused amid uncertainty.

Speak to our Private Wealth Team

Simon Wotherspoon

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Christo Hall

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo oversees the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.

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