Global perspectives from
our Principal Advisers

Quarterly Investment Report – January 2026

Healthy Optimism or Speculative Excess? Markets ended 2025 in better shape than many expected, but the forces behind that strength are still being tested.

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Investment Insights – January 2026

Investment Insights – January 2026 We’re pleased to share the latest edition of our Investment Insights report, designed to keep you updated on the trends influencing markets and guiding portfolio decisions. Our Advisory Board meets in two weeks to review opportunities and positioning for the

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Investment Insights – December 2025

Investment Insights – December 2025 We’re pleased to share the final edition of our Investment Insights for 2025. In this update, we look at the key developments shaping the end of the year and what’s ahead for 2026.

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Investment Insights – November 2025

Investment Insights – November 2025 We’re pleased to share the latest edition of our Investment Insights report, designed to keep you informed on the trends shaping markets and portfolios.

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Quarterly Investment Report – October 2025

Fear or Fundamentals? Headlines have been volatile this year, with fear surrounding inflation, trade tensions, and shifting policy; yet the numbers tell a more balanced story.

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Super Tax Update: What You Need to Know

Update: Division 296 Super Tax The government has announced practical revisions to its proposed tax changes for individuals with superannuation balances over $3 million.

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