Our Latest Financial Planning Insights

The September Quarter 2026 Market & Economic Update provides an overview of the key market and economic developments that shaped the September quarter. The report offers a broader quarterly perspective on changing market conditions and the economic environment, providing broader context alongside our monthly market updates. September Quarter 2026 Market & Economic Update: A Broader Market Perspective Keeping Market Developments in Perspective Investment markets and economic

The September 2026 Market Update reviews a mixed month for investment markets, as higher interest rates and bond yields weighed on several asset classes while some international markets continued to provide positive returns for Australian investors. Australian shares fell 2.51% during September, while unhedged international shares returned 1.81% and emerging markets returned 2.51%. The Australian dollar also weakened against the US dollar during the month, benefiting unhedged

Global markets staged a strong recovery during April, rebounding from the volatility experienced in March. Investors looked beyond ongoing tensions in the Middle East and focused on resilient corporate earnings, renewed interest in technology and artificial intelligence, and signs that global economic growth remains relatively robust. While rising oil prices and inflation concerns continued to influence markets, both Australian and international shares delivered positive retu

This market update for February 2026 reflects a period in which markets have continued to navigate a mix of strong corporate earnings, evolving interest rate expectations, and ongoing geopolitical developments. While recent headlines have focused on tensions in the Middle East and shifts within the technology sector, market performance has remained broadly resilient. Australian equities delivered solid returns over February, supported by strong results from banks and resource

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

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

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...

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 U.S. election 2024 brought a stunning GOP victory, with expected shifts in fiscal and trade policies likely to impact global markets....

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...

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