News

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

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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July 2025 Economic & Market Review – Stocks Climb, Inflation Eases, and Tariffs Hit Copper

 

1. US stocks kept climbing: July marked another winning month for US markets, with the S&P 500 and Nasdaq both hitting record highs. Low volatility and strong early earnings gave investors confidence.

2. Australian shares started the year strong: The ASX 200 gained 2.4% in July, led by...

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June 2025 Economic & Market Review – Strong Markets, Softer Data, and Cautious Central Banks

 

Talking points

  1. Stocks hit new highs, even with global tensions: Despite a brief war between Iran and Israel, global stock markets moved higher. Signs of easing trade tensions and improving inflation gave investors reasons to stay optimistic.
  2. Tech led the rally—again: US markets had a
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