November 2025 Economic & Market Review – Fed Expectations Swing, AI Stocks Slip, and Australia Feels the Inflation Hit
Talking points
- Volatility returned as rate expectations shifted: Changing views on the Fed’s December decision and uncertainty created by missing US data pushed markets into choppy trading throughout November.
- Inflation surprises reshaped Australia’s outlook: A higher-than-expected CPI print lifted bond yields and derailed equity returns,
Research viewpoint: Artificial Intelligence – Pricing in Perfection?
Artificial intelligence has become the defining story of today’s markets—not because of what it has delivered, but because of what we believe it will deliver.
Investment is booming, valuations are stretching, and the world’s biggest companies are pouring unprecedented capital into AI infrastructure. Yet beneath the headlines, a quieter truth remains: most organisations are still figuring...
October 2025 Economic & Market Review – Markets Climb, Fed Cuts Again, and Rare Earths Rattle Trade
Talking points
- Markets extended their winning streak: Nearly all major asset classes posted gains in October, despite heightened volatility from trade news and US political gridlock.
- The Fed cut rates again – but sent a hawkish signal: The second straight 0.25% cut to 3.75%–4% kept policy supportive, yet comments about
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Podcasts
Our weekly audio guide to making the most of your money and investing. Listen to the Wealth Collective podcast on your favourite service including Spotify, Apple Podcasts and Google Podcasts.
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Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here