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9 August 2026
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Australia is entering FY27 on shaky footing, with policy uncertainty, a weakening consumer, housing market pressures and slowing growth creating a difficult environment for investors. This outlook shares 10 actionable ideas for the year ahead.
New data suggest the Australian economy is losing momentum faster than expected, with unemployment rising and growth slowing ahead of recent shocks. With inflation pressures contained and policy tightening already biting, the case for an RBA pivot is strengthening.
An assessment of the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that ultimately could lead to lower capital investment, lower economic growth.
Choosing to tighten into large and persistent exogenous economic shocks could well prove to be one of the biggest policy errors the RBA has made in the inflation targeting era.
In 2026, investors can likely expect higher volatility associated with a maturing business cycle. As that volatility nears the horizon, investors can benefit from a more optimal mix of active management focused on higher risk-adjusted returns.
Reporting season is stressful, but for Johnny Russell (Portfolio Manager, Yarra Global Share Fund), it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us.
For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.
What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.
Recent CGT reforms tax real gains by indexing capital gains to inflation. However, the reform fails to index losses, leading to higher tax on assets that do not keep pace with inflation, creating inefficiencies in the tax system.
With Australia likely to attract a growing share of AI-related issuance, investors should prepare for increasing influence from AI funding demands, evolving credit fundamentals and changing valuation dynamics.
When data arrived, basketball abandoned the mid-range shot, Formula 1 reinvented the pit stop and chess embraced humans working with machines. Active managers confronting today's markets may learn from the same path.
Most people want answers to three retirement questions: What have I got? Is it enough? What can I do with it? A leading UK pension innovator shares his lessons on helping members better understand and prepare for retirement.
We asked ten fund managers the same question following FY26. While their investment styles differ dramatically, their answers revealed several surprising areas of agreement about where markets may be heading next.