We provide the following communications to keep our clients informed:
- Exchange – our company e-newsletter
- Video stream of market updates
- Market commentary
Our quarterly newsletter, Exchange, provides the latest in financial planning industry news and updates.
In our final Exchange for the year, our business leaders share their insights on the opportunities and challenges ahead for 2026.
CLICK HERE to read Exchange – December 2025
Daniel Rolley, our Chief Investment Officer, discusses the following in his latest video:
Share Market:
- Strong prior year performance, expensive valuations, earnings growth supports Bull market.
- AU prefer non-Bank exposures; US Growth/ Mag 7/ AI; EU Cyclicals/ Defensives; Healthcare; Small Caps.
Fixed Income:
- Diverging monetary policy – rate cuts in US and rate hikes in AU.
- Private credit remains an attractive risk-reward opportunity.
Portfolio Implications:
- Growth assets remain centred on sectors including IT, Communications and Healthcare.
- Defense assets anchored by private credit.
- Cash remains an option on market volatility.
CLICK HERE to view the January 2026 Market Update video
Daniel Rolley, our Chief Investment Officer, provides a market summary for both local and international markets.