Better Decisions | Better Outcomes | Better Lifestyle

Quarterly Investment updates

Synergy Investments - Quarterly market commentary

September 2025

Global share markets continued to march higher during the third quarter of the year, contributing to strong returns for most diversified investors.

Read the full article here

June 2025

Several global share markets reached new all-time highs in the recent quarter. 

That may appear surprising given the tenor of the daily headlines which seem to resolutely focus on only the most uncertain or worrying events. The recent quarter was again dominated by headlines featuring conflict in Ukraine and the Middle East, mass deportations in the US, tariff-driven trade upheaval, and ongoing cost of living issues.

Read the full article here

March 2025

Fresh off the back of an excellent year in 2024, the first three months of 2025 ushered in a more difficult investment environment. While some markets performed creditably, others, including the influential US share market, were down for the quarter, contributing to reduced portfolio valuations for many investors.  

Read the full article here

December 2024

The underlying performance of global shares were mixed during the October to December quarter. Overall, markets advanced thanks to gains in the US and Japan, while weakness prevailed throughout most of Europe.

Download December 2024 Update

September 2024

Markets continued to deliver pleasing investment results in the third quarter of 2024.

Download September 2024 Update

July 2024

Positive global share market momentum carried into the second quarter of 2024 for the USA, while share market returns in other regions were variable.

Download July 2024 Update

March 2024

Diversified investors had more reasons to smile as the markets began this year exactly as they left off last year - with another strong gain by most international share markets.

Download March 2024 Update

Need our help?

We're here to answer your questions.

Get in touch with us today
  • Cave Financial have given us excellent advice on both our KiwiSaver and Investment Property Portfolio. I highly recommend Michael and Team. They're helpful, friendly, explain things making it easy to understand and walk you through every step of the process. Highly recommended!

    Matt

  • Cave Financial and team have been the absolute back bone of not only my business but my family’s future. I have so much respect and trust for your team, Michael. I’m so grateful to have your full support and feel secure with your values and guidance. I would highly recommend Cave Financial to anybody wanting peace of mind. 10/5 service!

    Miles

  • Helped so much with answering all of our questions around life insurance, then got us the best deal. Couldn’t be happier. 10/10.

    Lana and Hannah

  • We’re a long-term customer of Cave Financial. Michael and his team consistently provide professional and effective services whilst making us feel valued and seen. We appreciate being a customer of yours for 10+ years.

    Rob

  • I cannot recommend Michael and the team at Cave Financial highly enough. They steered me through a complicated set of mortgage applications with professionalism, good cheer, and were incredibly prompt with every query I made. On top of that they negotiated a better rate! I would not have been able to get through this arduous process without their skill and care.

    Tiffiny

Latest articles