Four key themes for 2026: Productivity, valuations, the Fed and the US dollar

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A potential productivity surge, stretched valuations, the prospect of Fed easing, and the trajectory of the US dollar are the four critical themes that will shape global markets in 2026,... Read more continue reading

Hybrids: sell or wait until the APRA deadline? Should investors in bank hybrids hold or sell?

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There has not really been that much value in the listed hybrid market, suggests Jonathan Sheridan, Director at FIIG Securities, the Fixed Income Division of AUSIEX. “If you think that... Read more continue reading

2026 – some worries but mostly wonderful

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As the global economy balances optimism and risk, Ten Cap is approaching 2026 with confidence, noting underlying fragility remains due to lingering tariff concerns and rising imbalances as a result... Read more continue reading

Investing for the future: The key shifts shaping 2026

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The structural tailwinds driving returns in the past are giving way to new headwinds, and investors should prepare for a more complex investment landscape in 2026 and beyond, according to... Read more continue reading

CPD: The investment case for Australian mid-caps

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When it comes to Australian equities, attention and capital tend to concentrate at the extremes. Stocks within the S&P/ASX 20 dominate portfolios, by virtue of the sheer size of their... Read more continue reading

CPD: Private credit advice in 2026 – compliance and consumer protection essentials

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Private credit is booming, and advisers are playing a big part in its growth. A sector that was valued at around $133 billion[1] in size in 2021 had grown to... Read more continue reading

Private equity to offer alternative to more volatile listed markets in 2026

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Rising concerns about concentrated US equity markets could push investors to private equity assets in 2026, thanks to greater diversify of asset selection coupled with lower entry multiples, creating the... Read more continue reading

CPD: Securing generational wealth for the future

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Australia’s great wealth transfer Australia’s largest intergenerational wealth transfer in history is underway, with an estimated $5.4 trillion expected to be passed on in inheritances over about the next 20... Read more continue reading

CPD: Private credit – finding opportunity in a maturing market

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The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion have naturally attracted... Read more continue reading

Tailwinds and turbulence: Schroders 2026 market outlook highlights opportunities amid rising volatility

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As global economies chart a course through a new era of government-driven growth, investors must prepare for a landscape defined by both significant opportunity and rising volatility in 2026. A... Read more continue reading