Markets enter new era of volatility and opportunity in 2026

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Investors are facing a fundamentally different market environment in 2026, with structurally higher volatility, greater government intervention and a need for more selective asset allocation, according to investment experts at... Read more continue reading

Resources set to drive February reporting season

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Australian equities are heading into the February reporting season with improving earnings momentum, driven by strength in the resources sector and a more supportive macro backdrop, according to Hamish Tadgell,... Read more continue reading

A stitch in time for the RBA

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As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per... Read more continue reading

Long-term opportunities in quality small cap companies strengthen due to earnings growth

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Investors in small cap stocks are watching potential interest rate movements in the short-term, but a bigger picture opportunity is being found in value due to the attractive prices for... Read more continue reading

The drive to build better client portfolios drives interest in private markets: Hamilton Lane 2026 Global Private Wealth Survey 

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In 2026, private wealth investors plan to increase allocations to private market investments, according to insights from 390 advisors surveyed in leading global private markets firm Hamilton Lane’s (Nasdaq: HLNE)... Read more continue reading

Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

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Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market... Read more continue reading

Solid global growth to support earnings and investment plans for global infrastructure assets in 2026

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Despite economic and trade policy uncertainty and a disruptive geopolitical landscape, infrastructure assets remain well positioned heading into 2026, according to Sarah Shaw, CEO and global portfolio manager at 4D... Read more continue reading

Key risks for Australian equity investors in 2026 

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Plato Investment Management has released data showing the Australian and global stocks that would see outsized impacts from key risk scenarios applied to the firms’ portfolios. Dr David Allen, portfolio... Read more continue reading

CPD: Compounding opportunity – cyclical outlook

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The Trump administration’s sweeping tax, trade, and immigration policy overhauls – including quadrupling the effective U.S. tariff rate – were widely expected to stifle global growth, trade and investment. In... Read more continue reading

Emerging market equities 2026 outlook: A once-in-a-generation opportunity

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Emerging market equities enter 2026 with a compelling combination of improving fundamentals, greater policy visibility and deep structural growth drivers. Despite geopolitical noise and macro uncertainty in 2025, the asset class... Read more continue reading