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3 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.
Australia's real asset markets are evolving amid economic uncertainty and higher-for-longer interest rates. After a challenging start to 2026, recovering business confidence and a share market close to record highs point to a more constructive outlook than many anticipated.
Optimism continues to lift markets, but geopolitical tension, policy uncertainty and AI’s capital demands mean investors may need greater selectivity and patience.
The first half of 2026 showed that gold remains sensitive to heightened geopolitical concerns and abrupt shifts in investor sentiment. It also showcased the growing relevance of Asian markets in gold price discovery.
There is more to equity trend following than index futures. Cross-sectional strategies, applied to sectors and equity styles, can offer more diversifying characteristics and serve as an effective complement to traditional trend following.
Asset-based finance has rapidly grown over the past decade. As it continues to grow, the asset class can play an important role in diversified income portfolios.
In the second half of 2026, as systematic investors, the team at Man Group will be closely watching the growing divide AI is creating across the technology sector.
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 analysis of company dividends worldwide, focusing on fundamentals – where capital is being generated, how it’s being returned, the impact on long-term corporate strength and why it matters to investors.
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.
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.
Australia’s real asset markets are evolving amid elevated inflation, geopolitical uncertainty and a more volatile interest rate environment. These conditions have driven a widening divergence between listed and unlisted real assets over the quarter.
The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.
Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.
The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.
After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?
Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?
Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.