{"id":154472,"date":"2025-08-14T14:49:16","date_gmt":"2025-08-14T04:49:16","guid":{"rendered":"https:\/\/www.ppmfunds.com\/?p=154472"},"modified":"2025-08-14T14:49:16","modified_gmt":"2025-08-14T04:49:16","slug":"quarterly-market-update-august-2025-delivering-results-in-dynamic-markets","status":"publish","type":"post","link":"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/","title":{"rendered":"Quarterly Market Update – August 2025: Delivering Results in Dynamic Markets"},"content":{"rendered":"

[vc_row row_height_percent=”0″ override_padding=”yes” h_padding=”2″ top_padding=”3″ bottom_padding=”2″ overlay_alpha=”50″ gutter_size=”3″ column_width_percent=”100″ shift_y=”0″ z_index=”0″][vc_column][vc_single_image dynamic=”yes” media_width_percent=”100″ uncode_shortcode_id=”716602″][vc_custom_heading auto_text=”yes” heading_semantic=”h1″ text_size=”h1″ uncode_shortcode_id=”975730″]This is a custom heading element.[\/vc_custom_heading][uncode_info_box items=”Date,Categories” text_font=”font-192842″ text_size=”h6″ text_transform=”uppercase” separator=”pipe”][vc_column_text uncode_shortcode_id=”148712″]We’re pleased to share the highlights from our recent quarterly webinar, where we demonstrated how our disciplined investment approach has delivered strong performance across all strategies this quarter. Despite ongoing market concerns around tariffs, inflation, and interest rate uncertainties, we’ve successfully navigated these challenges while maintaining our focus on long-term value creation. Our global growth strategy’s fifth consecutive shortlisting as best international strategy by the Institute of Managed Accounts Professionals validates our consistent execution and strategic vision in today’s complex investment environment.<\/p>\n

During this comprehensive session, our investment team provided detailed insights into both domestic and global market conditions, from the Reserve Bank of Australia’s recent rate cuts to evolving opportunities across international markets. We shared our latest portfolio positioning, including in-depth analysis of carefully selected new holdings like Sonic Healthcare and ASML that reflect our forward-thinking approach to emerging market opportunities. With earnings growth\u2014particularly in US technology\u2014continuing to drive market strength, we explored how we’re balancing optimism with prudent risk management, ensuring our clients benefit from current market conditions while remaining well-positioned for whatever lies ahead.<\/p>\n

Full Video<\/a>[\/vc_column_text][vc_column_text uncode_shortcode_id=”411738″]Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at\u00a0<\/strong>jm@ppmfunds.com<\/a>\u00a0or on 02 8256 3777.<\/strong>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

We’re pleased to share the highlights from our recent quarterly webinar, where we demonstrated how our disciplined investment approach has delivered strong performance across all strategies this quarter.<\/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-154472","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-webinars","tag-quarterly-update","tag-webinar"],"yoast_head":"\nQuarterly Market Update - August 2025: Delivering Results in Dynamic Markets - Private Portfolio Managers<\/title>\n<meta name=\"description\" content=\"We're pleased to share the highlights from our recent quarterly webinar, where we demonstrated how our disciplined investment approach has delivered strong performance across all strategies this quarter.\" \/>\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-august-2025-delivering-results-in-dynamic-markets\/\" \/>\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-august-2025-delivering-results-in-dynamic-markets\/\" \/>\n<meta property=\"og:site_name\" content=\"Private Portfolio Managers\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-14T04:49:16+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-august-2025-delivering-results-in-dynamic-markets\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/\"},\"author\":{\"name\":\"PPM\",\"@id\":\"https:\/\/www.ppmfunds.com\/#\/schema\/person\/feda24e6b29b0a9c6f4354140413621e\"},\"headline\":\"Quarterly Market Update – August 2025: Delivering Results in Dynamic Markets\",\"datePublished\":\"2025-08-14T04:49:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/\"},\"wordCount\":325,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.ppmfunds.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.ppmfunds.com\/wp-content\/uploads\/2022\/11\/webinar-2.jpg\",\"keywords\":[\"Quarterly Update\",\"Webinar\"],\"articleSection\":[\"Webinars\"],\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/\",\"url\":\"https:\/\/www.ppmfunds.com\/quarterly-market-update-august-2025-delivering-results-in-dynamic-markets\/\",\"name\":\"Quarterly Market Update - 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