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8 October 2026
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Optimism continues to lift markets, but geopolitical tension, policy uncertainty and AI’s capital demands mean investors may need greater selectivity and patience.
Quality strategies shine globally, but Australia's concentrated market tells a different story. Limited diversification and sector dominance can constrain the defensive outcomes investors have seen in broader markets.
The conditions which made the major banks the default trade for a generation of Australian investors have all reversed simultaneously. What replaces them is a market that rewards earnings durability over index weight, and pricing power over passive ownership.
While the quality factor has delivered strong, defensive outcomes globally, its effectiveness in Australia is more nuanced due to its smaller size and concentration by stock and sector.
Stability is on edge as conflict, inflation, rates and valuations continue to unsettle the global economy. For patient investors, this new regime may create opportunities that reward more selective exposures.
With gold miners demonstrating operating leverage, bond markets anticipating a muddle through, and small companies outperforming, explore the opportunities and risks ahead in global markets.
Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.
What if the warning signs are already everywhere? From supermarket aisles to company failures, investors are being bombarded with recession signals. But most face a different risk that can be just as dangerous for portfolios.
The tax bill might be yours, but the event that caused it may not be. A key Division 296 calculation can sometimes attribute earnings in ways that many SMSF trustees won't instinctively expect or fully appreciate.
Negative gearing changes formally begin in 2027, but the first consequences may already be here. A subtle shift is quietly influencing who can borrow, how much they can access and which property strategies still stack up.
The biggest threat to markets may not be what investors are watching. The numbers have stopped adding up and supply is harder to measure, with forecasts becoming simple guesses. A more fragile reality is being masked.
Australians are investing more than ever, yet a surprising divide is emerging between those building wealth effectively and those making costly mistakes. Surprisingly, the gap has little to do with income, age or starting capital.
A case study shows that the ‘30% minimum CGT’ is a poorly conceived tax that adds significant complexity to an already over-complex system. A less complicated model would create a much fairer progressive tax scale.