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7 February 2026
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Views on inflation, policy rates, economic growth and exogenous risks following the sharp rate hikes of last year. On balance, Australia and US should avoid a recession without the need for central bank policy rate cuts to smoothen the landing.
How do investors approach 2024? The investment playbook is to approach risk assets selectively. A good start is to focus on leverage i.e. balance sheets and cash flow. We could see the US dollar come off further and gold continue to shine.
VanEck's latest outlook for global and Australian markets for the rest of the year concludes that inflation should rise, gold could glow, and puts liquidity and balance sheets in focus.
Market movements during the second quarter have been unpredictable and narrowly focused. The Fed’s fight against inflation still weighs on markets. A pivot in central bank policy may only happen if the order of magnitude changes significantly. This is true for both the Fed and the RBA.
Equal weight allocation outperforms market capitalisation indices because it consistently gives greater exposure to smaller stocks, which tend to outperform larger ones. VanEck has released its new findings capturing the recovery subsequent to the COVID-19 falls in this report.
New research shows global small-caps, which are typically underrepresented in Australian investment portfolios, have outperformed international large- and mid-caps as well as Australian small-caps over the long term.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
The latest draft legislation may be an improvement but it still has the whiff of a wealth tax about it. The question remains whether a golden opportunity for simpler and fairer super tax reform has been missed.
Your super isn’t a bank account you own; it’s a trust you merely benefit from. So why would the Division 296 tax you personally on assets, income and gains you legally don’t own?
Inflation consistently undermines wealth, even in low-inflation environments. Whether or not it returns to target, investors must protect portfolios from its compounding impact on future living standards.
Global equity markets have experienced stellar returns in 2024 and 2025 led, in large part, by the boom in AI. Which sector could be the next star in global markets? This names three future winners.
The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.
The US stock market sits in prolonged bubble territory, driven by AI enthusiasm. History suggests eventual mean reversion, reminding investors to weigh potential risks against current market optimism.