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News

Our insights on the latest news, trends and changes related to financial advice.

September 2025 Economic & Market Review – Tech Leads, Fed Cuts, and Global Equities Advance

 

 

Talking points

  1. Markets climbed, even with geopolitical tension: Global equities advanced in September, with the unhedged MSCI ACWI ex‑Australia up 2.4% (AUD). Optimism around AI, firm tech earnings, and the Fed’s first 25 bps cut of 2025 (policy rates reduced
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Decision fatigue and wealth creation

Updated 21st September 2025.

The Challenge of Too Many Choices

With so much going on in our lives and constant news from around the world, it has become especially apparent the value of having a trusted partner/adviser in the area of overall financial management. Given the amount of noise and sheer number of changes, it has...

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August 2025 Economic & Market Review – Small Caps Surge, Earnings Shine, and Policy Paths Diverge

Talking points

  1. Markets climbed even through political drama: Despite weak US labour data, Trump’s firing of the Bureau of Labour Statistics chief, and tariff tensions—equity markets posted strong returns.
  2. Small caps stole the spotlight: In the US, the S&P 600 surged 6.9% on strong earnings, outpacing large-cap benchmarks. In Australia, the Small Ordinaries index
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