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

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

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

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

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...

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...

Welcome to our July 2024 Market Update. This month, we’ve witnessed significant shifts in the financial markets, including record highs...

Understanding Market Volatility: Key Drivers and Insights Global markets experienced a sharp selloff in August that has accelerated since...

After April's decline, May has significantly rebounded in various asset classes. This update explores the key performance metrics and...

April has been a month of notable fluctuations across various asset classes. This update will explore the key performance metrics and...

Q3 2024 Financial Review: A Comprehensive Analysis of Market Trends and Economic Indicators In the third quarter of 2024, the global and...

As we head into April, it's time to reflect on the financial landscape's recent developments. There's much to discuss, from equity...

Following a dynamic start to the year, February 2024 has built upon January's momentum with significant developments across various asset...