Author Archive for: joshualowen

Entries by Joshua Lowen

Media Release: Super funds sail through the storm in 2023

Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a 2.7% return in December, and 9.6% for the full 2023 calendar year, fully recovering the -4.8% loss […]


Markets remain cool while inflation remains warm in February

As markets focus on the persistence of inflation, returns were subdued over the month with leading superannuation research house SuperRatings estimating that the median balanced option generated a return of -0.4% for February. With the peak in the federal funds rate still uncertain, we expect markets to remain volatile and members should expect further ups […]


Media Release: Market rally gives super funds a positive start to 2023

Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 3.0% in January, which will be welcome news for members following a disappointing 2022 calendar year. The continued upward trajectory in interest rates remains a key challenge for the return outlook, with increasing rates either signalling economic resilience or inflationary […]

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