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September 2026 Quarterly Outlook – Reality check – AI opportunity meets real-world constraints

As with the internet after the technology bubble burst in the early 2000s, AI is likely to expand across the economy over many years, suggesting a multi-year cycle still in its early stages. However, a powerful theme does not automatically translate into an attractive investment at any price. Markets are often effective at identifying the right long-term direction, but less reliable at judging when expectations, valuations and earnings assumptions have moved too far ahead of reality.

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September 2026 Quarterly Outlook – Reality check – AI opportunity meets real-world constraints

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Industry Insights | Blended Finance

Blended Finance Industry Insights As families increasingly seek to align wealth with purpose, catalytic capital and blended finance are emerging as powerful tools for creating meaningful impact. In this Industry Perspectives piece, we explore the evolution of modern philanthropy and the role of catalytic capital, as well as how blended finance is helping families, foundations and investors work together to address complex social challenges

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Prosperity Investing – The Mutual Trust Wealth Story

Most wealth managers will ask you two questions: what return do you want, and how much risk will you take. This report argues that those questions, while important, are not the ones that determine long-term success for families. Drawing on more than 100 years of experience, Mutual Trust shows that enduring prosperity comes from aligning financial decisions with what matters most to the family.

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Prosperity Investing – The Mutual Trust Wealth Story

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The tax implications of the Great Wealth Transfer

Over the next two decades, Australia will witness an unprecedented shift in intergenerational wealth, with an estimated $5.4 trillion set to change hands. For families with substantial wealth, this isn’t just a financial transaction; it’s a defining moment that will shape legacies, family relationships and impact for generations to come.

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