{"id":154259,"date":"2025-06-02T16:33:27","date_gmt":"2025-06-02T06:33:27","guid":{"rendered":"https:\/\/www.ppmfunds.com\/?p=154259"},"modified":"2025-06-02T16:33:27","modified_gmt":"2025-06-02T06:33:27","slug":"quarterly-market-update-may-2025","status":"publish","type":"post","link":"https:\/\/www.ppmfunds.com\/quarterly-market-update-may-2025\/","title":{"rendered":"Quarterly Market Update &#8211; May 2025: Market Volatility and Recovery: Navigating Current Investment Opportunities"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column][vc_single_image dynamic=&#8221;yes&#8221; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;716602&#8243;][vc_custom_heading auto_text=&#8221;yes&#8221; heading_semantic=&#8221;h1&#8243; text_size=&#8221;h1&#8243; uncode_shortcode_id=&#8221;975730&#8243;]This is a custom heading element.[\/vc_custom_heading][uncode_info_box items=&#8221;Date,Categories&#8221; text_font=&#8221;font-192842&#8243; text_size=&#8221;h6&#8243; text_transform=&#8221;uppercase&#8221; separator=&#8221;pipe&#8221;][vc_column_text uncode_shortcode_id=&#8221;122448&#8243;]<\/p>\n<p class=\"whitespace-normal\">Despite the market volatility and tariff speculation that dominated headlines over the past year, equity markets have shown remarkable resilience, recovering to levels not seen since early in the calendar year. After sharp declines in both global and Australian markets following initial tariff announcements from the US, markets have bounced back strongly. What&#8217;s particularly interesting is how the recovery has been driven by some unexpected sectors &#8211; with technology and utilities leading the charge, while traditional areas like materials and energy have struggled to keep pace. The earnings story behind these movements reveals some interesting insights about where growth is really coming from in today&#8217;s market environment.<\/p>\n<p class=\"whitespace-normal\">To hear our investment team&#8217;s latest views on market positioning, portfolio performance, and their outlook for the months ahead, click the link below to access the full webinar recording.<\/p>\n<p><a href=\"https:\/\/player.vimeo.com\/video\/1089612631\" target=\"_blank\" rel=\"noopener\">Full Video<\/a>[\/vc_column_text][vc_column_text uncode_shortcode_id=&#8221;411738&#8243;]<strong>Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at\u00a0<\/strong><a title=\"mailto:jm@ppmfunds.com\" href=\"mailto:jm@ppmfunds.com\">jm@ppmfunds.com<\/a><strong>\u00a0or on 02 8256 3777.<\/strong>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Despite the market volatility and tariff speculation that dominated headlines over the past year, equity markets have shown remarkable resilience, recovering to levels not seen since early in the calendar year. After sharp declines in both global and Australian markets following initial tariff announcements from the US, markets have bounced back strongly. What&#8217;s particularly interesting is how the recovery has been driven by some unexpected sectors &#8211; with technology and utilities leading the charge, while traditional areas like materials and energy have struggled to keep pace. The earnings story behind these movements reveals some interesting insights about where growth is really coming from in today&#8217;s market environment.<\/p>\n<p>To hear our investment team&#8217;s latest views on market positioning, portfolio performance, and their outlook for the months ahead, click the link below to access the full webinar recording.<\/p>\n","protected":false},"author":1,"featured_media":59504,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[75],"tags":[76,77],"class_list":["post-154259","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-webinars","tag-quarterly-update","tag-webinar"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quarterly Market Update - May 2025: Market Volatility and Recovery: Navigating Current Investment Opportunities - Private Portfolio Managers<\/title>\n<meta name=\"description\" content=\"Despite the market volatility and tariff speculation that dominated headlines over the past year, equity markets have shown remarkable resilience, recovering to levels not seen since early in the calendar year.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ppmfunds.com\/quarterly-market-update-may-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"End of Financial Year Update and Outlook \u2013 Presentation with commentary\" \/>\n<meta property=\"og:description\" content=\"Hugh MacNally, PPM Chairman discusses the End of Financial Year insights and PPM\u2019s outlook on the Global and Domestic Equities market.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ppmfunds.com\/quarterly-market-update-may-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Private Portfolio Managers\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-02T06:33:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ppmfunds.com\/wp-content\/uploads\/2020\/08\/market-update-virus-w.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1116\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"PPM\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"End of Financial Year Update and Outlook \u2013 Presentation with commentary\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.ppmfunds.com\/wp-content\/uploads\/2020\/08\/market-update-virus-w.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"PPM\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-may-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-may-2025\/\"},\"author\":{\"name\":\"PPM\",\"@id\":\"https:\/\/www.ppmfunds.com\/#\/schema\/person\/feda24e6b29b0a9c6f4354140413621e\"},\"headline\":\"Quarterly Market Update &#8211; 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