Insights
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Apr 17
Economic Commentary Autumn 2026
We are pleased to enclose our Autumn Update covering the period from January to March 2026.
While the previous 12 months delivered generally strong investment returns, the first quarter of 2026 start...
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Jan 19
Summer Update 2026
We enclose our Summer Update covering the reporting period from October to December 2025.
With the final quarter of the year delivering further positive returns, investment portfolios ended the year...
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Oct 17
Economic Commentary Spring 2025
The third quarter of the year saw very strong gains from many international share markets. Alongside positive contributions from bonds markets, this resulted in attractive returns to most diversified ...
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Apr 17
Autumn 2025 Market Update
In contrast to much of the prior year, the first quarter of the year delivered an environment that was challenging for many international share markets. A significant contributor to this was widesprea...
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Apr 07
Trump Tariffs, Market reaction - what is Optima Wealth doing about it?
Market seems to be in a free fall, and it is tempting to react to the noise. It is at times like this we have to be more disciplined and remain calm....
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