News and Insights

How advisors boost client outcomes by partnering with a trusted investment expert

Collaborating with a trusted investment expert allows advisors to extend their services to more people. Not only do individuals benefit from access to financial guidance, society as a whole is better off because more people are making better decisions with their... read more

How collaborating with a trusted investment partner can fix advisors’ top 10 problems

The wealth advisor’s role is becoming tougher than ever due to increasing regulation, changing consumer expectations, volatile investment markets and the emerging robo-advice threat. Here we discuss the ten biggest problems faced by advisors today and explain how... read more

How managed accounts help advisors boost scale and deliver better client outcomes

Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive... read more

Case Study: Wealth advisory firm cuts costs and doubles fees for some clients

Advisor groups typically gain significant business efficiencies and improve the outcomes for their clients by partnering with a trusted investment specialist. Here we demonstrate the significant value created by one group that was seeking to free up time, incorporate... read more

Navigating higher uncertainty with greater strength

Resilient economic expansion is supported by reasonably strong employment conditions, softer inflation and lower interest rates. Services activity remains robust while manufacturing appears to be strengthening from weakness in the last two years. The impact of US... read more

Extraordinary cross currents and concentrated rally encourage press up in quality

Remarkable cross currents are creating turbulence in global economies. The rewiring of international trade relationships and corporate supply chains increases uncertainties and creates opportunities for investors. Global activity is slowing but still maintaining a... read more

Improving fundamentals face off against elevated valuations, fuelling volatility

Global growth is likely to slow considerably in the second half of 2025. Heightened geopolitical tensions, tariffs and policy uncertainty is dragging sentiment, investment and hiring plans. Consumption in the US will be weighed by the lagged impact of tighter monetary... read more

Trade turmoil slows growth and encourages more dramatic rate cuts

Trade war will intensify the global growth slowdown this year and next as supply chains are disrupted, consumer and business confidence are dragged and inflation jumps at least temporarily. Mild US recession is now more likely. China to US container loads have already... read more

Strategic investment insights for a shifting global economy

Global activity continues a path of slower economic growth with inflation and interest rates settling above average levels for the decade prior to the pandemic. Unusually high levels of geopolitical and political volatility are unlikely to alter this progression.... read more

Markets propelled by higher valuation multiples, promise of lower rates and lifted fiscal spending

Global activity has been surprisingly resilient in the face of higher interest rates, post-pandemic supply disruptions and crises in Ukraine and the Middle East. A more obvious slowing should be evidenced in coming months. Restrictive monetary policy is likely to be... read more

Bumpy ride as economies shift to new paradigm

Positive returns comfortably ahead of inflation can be expected over the longer term but full valuations in some areas, despite recent selloffs, and likely slowing in economic activity encourage a cautious stance for now. Economic growth this year has been stronger... read more

Challenge in finding value encourages a further shift up the quality spectrum

Activity has surprised on the upside. Growth is fading, but improving consumer sentiment, stable joblessness and reinvigorating housing markets imply mild slowdown rather than deep recession. There is a possibility of a renewed inflation surge later this year... read more

Shift to lower rates unsettling markets

Global growth is slowing as the rebound from pandemic disruptions fades. The US economy was surprisingly strong through 2023, helped by fiscal support and consumers bolstered by plentiful work opportunities, high pandemic savings and the positive wealth effect from... read more

Navigating opportunities in volatile markets

Activity is slowing, more volatile and with starkly different characteristics across regions. Growth has surprised on the upside this year, but signs of slowing are becoming more evident. Conditions should be far weaker next year as delayed constraints from higher... read more