Market Commentary for March 2025
Reporting season...
By Alan Hull
The most significant thing about it being the start of March is that it’s the end of February. That might sound a bit cryptic but the vast majority of investors will agree with me because it means the interim reporting season is now in the rearview mirror. And that means all the nasty surprises that can surface during reporting season have been & gone…for the next 6 months anyway. Reporting season is a lottery, so if you owned Telstra before it reported then congratulations…but if you owned Cochlear then commiserations….
It’s also been a slow couple of months for the U.S. markets which have been doing little more than treading water. Which is probably because U.S. investors are still trying to get their heads around whether or not the Trump administration is good for business and investment. I personally think it is, but it comes hand-in-hand with a large dose of volatility. Anyway you can find out more about this and its impact on our local market by watching my latest video review below...