Partners Portfolio Insights
How the portfolios performed over the March 2026 quarter
Market sentiment weakened over the March quarter, with global share markets declining after a positive start to the year.
Market concentration in global share markets
Despite recent volatility linked to geopolitical tensions, including the ongoing conflict in the Middle East, global share markets remain only marginally below their record highs.
Behaviour and investing series March 2026
Markets continue to experience periods of uncertainty, with fluctuations that can test investor confidence and raise questions about whether to stay invested.
Why do we own BHP Group?
BHP is the world’s largest diversified mining company, producing essential resources such as iron ore (used to make steel), copper (used in electricity networks, renewable energy and electric vehicles), metallurgical coal (used in steelmaking), and potash (used in fertiliser).
Quarterly Reports
Partners Short Term Portfolio
Partners Medium Term Portfolio
Partners Long Term Portfolio
Partners Multi-Asset Income Portfolio
Previous Insights
December 2025 Quarter
How the portfolios performed over the December 2025 quarter
Market sentiment improved modestly through the December quarter, with global share markets delivering broadly positive outcomes despite intermittent volatility.
Artificial intelligence − beyond the hype
Artificial intelligence (AI) remains one of the most discussed investment themes, but the real story is increasingly shifting away from headlines and towards how AI is being used across the broader economy.
Navigating Market Volatility Series December 2025
Markets continue to experience periods of uncertainty, with fluctuations that can test investor confidence and raise questions about when to invest.
Why do we own Charter Hall Group?
Charter Hall Group is one of Australia’s leading property investment groups, specialising in owning, developing, and managing commercial property.
September 2025 Quarter
How the portfolios performed over the September 2025 quarter
Global markets pushed higher over the September quarter, supported by resilient corporate earnings, easing inflation, and growing confidence in a soft landing.
Opportunities: Emerging Markets Shares
Emerging markets are once again attracting investor attention, helped by improving signs in China and a weaker US dollar — two factors that often support stronger performance in these regions.
Navigating Market Volatility Series September 2025
After a strong run in recent months, markets are once again testing new highs, a reminder that momentum can sometimes endure longer than many expect, even amid lingering uncertainties.
Why we own Resmed
ResMed is a global leader in medical technology, developing and manufacturing devices and digital health solutions that help people with sleep disorders and chronic breathing conditions.
June 2025 Quarter
How the portfolios performed over the June 2025 quarter
Global markets rebounded strongly over the June 2025 quarter, shaking off early April volatility sparked by renewed US trade tariffs.
Geopolitical events: Market noise or lasting impact?
Fresh tensions in the Middle East have once again reminded investors how quickly markets can react to geopolitical developments.
Navigating Market Volatility Series July 2025
Following two standout years for investment markets, 2025 has brought a return to more unsettled conditions.
Why we own Brambles
Brambles is a global leader in supply chain logistics, specialising in the provision of reusable pallets, crates, and containers through its CHEP brand.
March 2025 Quarter
How the portfolios performed over the March 2025 quarter
The first quarter of 2025 marked a dramatic shift in investor sentiment. The year began on a wave of optimism, buoyed by expectations of continued economic strength in the US.
Gold: A shining investment in uncertain times?
Gold is traditionally viewed as a safe-haven asset during times of market volatility. Its intrinsic value and historical role as a store of wealth make it appealing to investors.
Navigating Market Volatility Series March 2025
After delivering exceptional returns in 2023 and 2024, investment markets in 2025 have reminded us that volatility — including share market pullbacks and corrections — is a natural and recurring part of the investment cycle.
Why do we own Macquarie Group
Macquarie Group is one of Australia’s most successful financial institutions, having evolved from its investment banking origins into a globally diversified financial services leader.
December 2024 Quarter
How the portfolios performed over the December 2024 quarter
Global shares ended 2024 on a high note, with the December quarter delivering strong gains fuelled by resilient economic growth, robust corporate earnings, and two US Federal Reserve (Fed) rate cuts.
Bitcoin: Understanding the hype and risks for investors
Bitcoin, the most widely recognised cryptocurrency, has gained increasing acceptance and infrastructure support, making it easier to use for payments and investment.
Navigating market volatility series
After two years of strong returns from investment markets, it is easy to forget that periods of volatility — such as share market pull-backs or corrections — are a common and normal part of investing.
Why do we own Transurban?
Transurban Group is a leading toll road operator, managing and developing urban road networks across Australia, the United States, and Canada.
September 2024 Quarter
How the portfolios performed over the September 2024 quarter
The September quarter delivered strong returns across all major asset classes despite periods of market volatility.
A quiet achiever: Global infrastructure
Global infrastructure encompasses critical assets like utilities, transport networks, energy systems, and communications infrastructure.
Navigating market volatility series
After another strong quarter for investment markets, it is easy to forget that periods of volatility — such as share market pull-backs or corrections — are a common and normal part of investing.
Why do we own JB Hi-Fi?
JB Hi-Fi (ASX: JBH) was established in 1974 as a single store in Melbourne by John Barbuto, who had one simple philosophy: to deliver a specialist range of Hi-Fi and recorded music at Australia’s lowest prices.
June 2024 Quarter
How the portfolios performed over the June 2024 quarter
Fluctuating economic data throughout the second quarter of 2024 resulted in mixed returns across investment markets.
Nvidia: Capturing investor attention
International share markets have surged in 2024, building on last year’s momentum and propelling many to record highs.
Navigating market volatility series
After a strong period of performance for investment markets, it is easy to forget that periods of market volatility — such as share market pull-backs or corrections — are actually a very common and normal part of investing. What better time, then, to unpack some key concepts about navigating market volatility to better prepare you for what may lie ahead.
Why do we own CSL?
Formerly Commonwealth Serum Laboratories before its privatisation by the Federal Government in 1994, biotechnology giant CSL is one of Australia’s most successful companies.
March 2024 Quarter
How the portfolios performed over the March 2024 quarter
The late surge in global share markets last year carried over into the first quarter of 2024, with investors encouraged by robust United States (US) company earnings and economic data that further supported the prospect of a soft landing scenario.
Opportunity: Global small companies
The terms small companies or small-caps describe a segment of the share market where companies have a low market capitalisation — a company’s current share price multiplied by the number of outstanding shares owned by shareholders — relative to other listed companies.
Navigating market volatility series
After a strong period of performance for investment markets, it is easy to forget that periods of market volatility — such as share market pull-backs or corrections — are actually a very common and normal part of investing. What better time, then, to unpack some key concepts about navigating market volatility to better prepare you for what may lie ahead.
Why we own Goodman Group
Goodman Group is a leading global developer and manager of industrial property. It owns, develops, and manages high-quality, well-positioned industrial properties across 14 countries in Asia Pacific, Europe, and the Americas.
Invest Blue Pty Ltd ABN 91 100 874 744 (‘Invest Blue’) is the sponsor of the Partners Portfolios. Invest Blue is an Australian Financial Services Authorised Representative (AFSAR No. 000257496) of AMP Financial Planning Pty Limited ABN 89 051 208 327 AFSL No. 232706 (‘AMP Financial Planning’). This material is confidential and must not be copied, either in whole or in part, or distributed to any other person. This material has been prepared for general information purposes only and does not constitute financial product advice. This material does not take into account your objectives, financial situation or needs. Before making an investment decision based on this material, you should consider whether it is appropriate to your circumstances. You should read any relevant disclosure documentation (copies of which can be obtained from your financial adviser) and obtain personal financial, legal and taxation advice before deciding to acquire or continue to hold the relevant financial product. To the extent permitted by law, no responsibility or liability is accepted for any errors or misstatements of any nature, irrespective of how these may arise, nor for any loss or damage suffered as a result of any reliance on the information included in this material. If this material contains any performance data, then past performance is not a reliable indicator of future performance.