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

August 2021 investment review – Moderating economic data fails to dent sharemarkets

Talking points for August 2021

  • Despite weaker economic data, global share markets continued to march high over August.
  • Company earnings results for the period ending June were generally positive.
  • Bond yields in the US bounced off recent lows, whereas Australian yields were broadly unchanged.


International Equities



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Deadline of 1 October 2021 for Income Protection Insurance Policy changes

If you have been sitting on the fence or getting your income protection policy sorted is still on your “to-do” list, then take note. The 1 October 2021 deadline for significant reduction to the terms and benefits is fast approaching.


What are the changes?

If you currently have a comprehensive policy or can get...

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July 2021 investment review – Chinese concerns lead to patchy equity market results

Talking points for July 2021

  • Share market returns were inconsistent across major markets in July, with a significant sell-off recorded in China. 
  • The Australian market was led higher by resource stocks in anticipation of strong earnings announcements and higher dividends.
  • Bond markets remained unconcerned about rising inflation, with yields drifting lower again.
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