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Quarterly Investment Updates

Synergy Investments - Quarterly Market Commentary

September 2026

Economies and markets absorb many influences at once. Consumers can feel less confident, but it doesn’t mean they stop spending. Businesses can face higher costs while still increasing profits. Share prices can rise during an unsettled period because markets care more about anticipated future company earnings and less about immediate news headlines.

The third quarter offered another reminder that the economy, investment markets and the news cycle may be related, but they are not the same thing.

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June 2026

While the last several years have seen many international share markets delivering strong double-digit investment returns, the first three months of 2026 saw most markets taking a small step backwards.

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March 2026

Market declines can happen at any time, but the primary headwind this quarter was linked to the escalating conflict in the Middle East. US and Israeli missile strikes on Iran disrupted the flow of oil through the Strait of Hormuz and created uncertainty for the global economy. Following the initial strikes, oil prices quickly surged from around USD 70 per barrel to above USD 100 per barrel. This eroded investor confidence in future corporate profits and led to increased risk aversion from investors, both of which contributed to lower share prices.

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December 2025

Following a volatile but generally profitable first three quarters of the year, the majority of markets delivered further gains over the final three months of 2025. International share markets provided the strongest gains, with the New Zealand and Australian share markets taking a back seat over the quarter.

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September 2025

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

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June 2025

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.

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

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