Our Latest Financial Planning Insights

Recent market conditions have been shaped by a combination of geopolitical developments, inflation expectations, central bank policy and continued advances in artificial intelligence. While uncertainty remains in some areas, investors continue to assess how these themes may influence economic growth, company earnings and investment markets. Quilla's May 2026 Investment Insights explores several key themes, including inflation risks, global growth expectations, earnings moment

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

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

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

Market Update: Middle East Tensions Recent events in the Middle East have created short-term volatility across global markets. In this Middle East market update , we share perspective on the situation and what it may mean for investors. You can read the full market update: We will continue to provide updates if conditions materially change following this Middle East market update. If you have any questions about your portfolio or would like to discuss your position, please fe

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

Understanding markets as we head into the new year Our Investment Insights – December 2025 report is now available, providing a forward-looking perspective on markets, economic conditions and key themes shaping the investment landscape. This report is designed for clients interested in understanding the broader drivers influencing markets as we move into the year ahead. Investment Insights December 2025 What’s covered in this report In this edition, the Investment Insights 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...

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....