Insights
Tariffs Fade, Inflation Stays
In many respects, the start of 2026 has mirrored the beginning of 2025, with market sentiment once again dictated by US trade policy.
Markets Defy Uncertainty in 2025
Despite the geopolitical and trade headwinds, both equities and bonds delivered positive returns for diversified investors in 2025.
Inflation Tightrope
Diversified investors are positioned to record another positive year, highlighting the benefits of investoring across both geographies and asset classes.
Housing Surpasses $12 Trillion
Australia’s housing market hit $12 trillion, despite the prospect of fewer intereact cuts in the months ahead.
Inflation Pressures Reemerge
Having a trusted, long-term financial advisor can make all the difference in navigating the ups and downs of investing.
Tariff Turmoil Cools
For the first time in 2025, tariff developments weren’t the major driver of monthly market movements. August performance was instead driven by regional news.
Deal or No Deal
Our July 2025 monthly market review reviews recent trade developments with the US and how the RBA assesses the current inflation landscape.
Composure Rewarded in FY25
Our June 2025 monthly market review discusses why even with perfect foresight, markets don’t move as we may expect them to.
Key Financial Changes in FY26
As we enter FY26, several key changes to Australia’s financial advice and superannuation landscape are taking effect.
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