September proved challenging for investors as rising global bond yields became the dominant force across financial markets.
Renewed concerns regarding inflation, higher energy prices and the prospect of further monetary tightening pushed government bond yields to multi-year highs across most developed economies. While corporate earnings and economic growth remained generally resilient, higher discount rates weighed on equity valuations, particularly in interest rate-sensitive sectors. Australian equities declined during the month, while fixed income markets experienced another period of negative returns. Commodities were mixed with Brent crude surging 10.9% in September whilst gold fell 5.8%.
Below are the links to the Portfolio Updates for the Salita G Series as at 30th September 2026
The September monthly markets insight is also available on the site, and can be accessed here Salita Market Insights – September 2026
Further information
If you would like further information about these investments, please contact your Plus7FM team.
Alternatively, you can speak with a member of our Adviser Services team by calling (08) 8130 5500 or email any questions.
