Recent geopolitical tensions have pushed oil prices higher, bringing inflation and policy back into focus. We examine how the current shock is feeding through to markets—and whether it is likely to prove temporary or more persistent.

Recent events, particularly the well publicised 2024/25 Shield and First Guardian collapses, have highlighted the importance of strong investment governance and independent oversight in supporting long term wealth management and portfolio outcomes.

Markets have remained resilient, but the cost of growth is becoming harder to ignore. In our February 2026 Market Update, Stephen Furness speaks with Morningstar’s Matt Wacher about capital intensity, market concentration, bond yields, and why investors are increasingly being forced to account for where returns—and risks—are really coming from.

While big tech investment continues to lift markets, rising inflation and limited policy flexibility are creating new challenges. In our latest Market Update, Stephen Furness speaks with Quilla’s Michele Santangelo about where strength is real and where risks may be building.

Markets have rallied strongly since April, but rising valuations and policy uncertainty are prompting a strategic pause. In this August 2025 Market Update, Stephen Furness speaks with Morningstar’s Matt Wacher about inflation, interest rates, concentration risk, and the growing importance of valuation discipline.

Markets have retraced their steps since April’s volatility, but the broader outlook remains unsettled. In this June 2025 Market Update, MGD Wealth and WTW examine the impact of softening tariff expectations, the start of Australia’s rate-cutting cycle, and the cautious sentiment shaping global portfolio positioning.

The market is once again recalibrating. In this April 2025 Market Update, MGD Wealth and WTW unpack the implications of US trade developments, a shifting inflation outlook, and potential rate cuts in Australia. As global growth diverges, we discuss what this means for portfolio positioning in the months ahead — and why maintaining flexibility and diversification remains key.

In our August 2024 Market Update, MGD Wealth and WTW examine recent market volatility, with insights from investment experts on the latest economic data, interest rate expectations, and portfolio positioning. From shifts in US Treasury yields to Japan’s market turbulence, we break down what these movements mean for investors and why staying disciplined is key.