Our Latest Financial Planning Insights

August 2026 Market Update: Key Market Themes The August 2026 Market Update highlights another positive month for investment markets. During August: Australian shares gained 1.9%, recording a fifth consecutive monthly gain. Healthcare and mining companies were among the strongest-performing sectors. Global technology shares recovered as demand for artificial intelligence-related services continued to support earnings. Inflation and interest rate expectations remained key theme

The March Quarter Investment Insights provide a broader overview of market performance and the key economic and geopolitical factors that influenced global markets over the first quarter of 2026. While the quarter began with positive momentum, escalating tensions in the Middle East later in the period contributed to increased volatility, highlighting the importance of maintaining a diversified, long-term investment approach. How Different Asset Classes Have Fared (As of 31 Ma