Our Latest Financial Planning Insights

As we begin 2026, our 2025 Year in Review provides an opportunity to reflect on a year that delivered solid outcomes for investors, despite periods of volatility, policy uncertainty and geopolitical tension. This report looks back at the major market and economic developments that shaped investment conditions throughout 2025, offering a perspective on how markets responded as the year unfolded. 2025 Year in Review: key themes from the year Over 2025, global equity markets rec

As 2025 drew to a close, investment markets delivered solid returns despite ongoing economic and geopolitical uncertainty. In our latest Investment Insights , we look at the key themes shaping markets heading into 2026, including global growth, inflation, interest rates, and the continued impact of artificial intelligence across the economy. This quarterly update is designed to provide perspective on current market conditions and highlight the broader forces influencing inves

Our Monthly Market Update for November 2025 provides an overview of recent market performance and key economic developments across Australia and global markets. This update summarises how markets responded to shifting interest rate expectations, inflation data and investor sentiment during the month, drawing on insights from our investment partner, Quilla. Summary Market performance was mixed in November, with heightened volatility creating a clear divide between defensive an

Global markets remained steady through the September quarter, with optimism supported by policy easing and strong corporate earnings — even as trade tensions and inflation persisted. Quilla’s latest Investor Insights  explores how these forces are shaping the outlook for 2026, balancing near-term caution with longer-term opportunity. What’s Inside The September 2025 Investors' Insights Report Slower global growth ahead  – global economic activity is expected to cool before re

Global markets delivered a mixed performance in September, with strong gains offshore offset by modest weakness in Australian equities. The month also saw gold prices surge to record levels, the Fed move to cut rates, and the RBA hold firm as inflation data surprised to the upside. September 2025 Market Update Summary Equity market returns were mixed in September, with global equity markets delivering reasonably strong gains, while Australian equities experienced a modest dec

The September 2025 Investment Insights examines the broader themes influencing markets and economies as we enter the final quarter of the year. From slowing global growth forecasts to corporate earnings resilience, the report highlights both opportunities and risks investors are watching closely. September 2025 investment insights — key highlights What’s inside this edition Slower global growth expected  – consensus forecasts point to softer GDP trends over the next 12 months

August 2025 market update — summary Global and domestic equity markets posted solid gains in August, buoyed by resilient corporate...

Quilla Investment & Economic Snapshot   July was another strong month for equity markets, supported by robust company fundamentals and...

Staying informed about the ups and downs of investment markets can help you feel more confident about the bigger picture. June 2025...

Quilla Investment & Economic Snapshot   May 2025 market update — Summary The Trump administration signalled a shift toward diplomacy,...

Key Takeaways from the April 2025 Market Update April was a month marked by political headlines, market volatility, and domestic...

Here's your March 2025 Market Update, summarised by our investment partners at Quilla. Summary  March was marked by heightened...

In Summary: Implications for Investors and the Economy  The Federal Budget is a pre-election budget designed to address key voter...

February 2025 Market Update: Introduction TL;DR:  February brought significant shifts in global markets, from the RBA’s first rate cut in...

As we step into 2025, the financial landscape is buzzing with activity, offering both challenges and opportunities for investors. The...

November was a dynamic month for global and local markets, with key movements across equities, bonds, currencies, and commodities. The...

In the October 2024 Market Update, we saw notable shifts in both equity and bond markets. This month’s update explores the significant...

The September Market Update reveals a dynamic month across global financial markets, driven by significant policy changes and economic...

In this August market update, we examine the key trends shaping global and Australian markets. While volatility dominated much of the...

Inflation is a critical factor that can significantly affect your retirement savings and financial well-being in Australia. As the prices...