September 2025 Economic & Market Review – Tech Leads, Fed Cuts, and Global Equities Advance
Talking points
- 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
Decision fatigue and wealth creation
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 been an information overload and...
August 2025 Economic & Market Review – Small Caps Surge, Earnings Shine, and Policy Paths Diverge
Talking points
- 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.
- 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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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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Listen to all episodes
Head to the link here to listen to all episodes of The Wealth Collective Podcast here!Listen Here -
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