After a volatile 2025, what lies ahead for investors in the coming year? Our experienced team of experts share their insights on the macroeconomic landscape, detailing how they plan to navigate the risks and opportunities in store for markets across their various asset classes.
Discover why Tim Toohey believes Australia should prove to be an increasingly attractive destination for foreign capital in 2026.
The Australian equity market presents a mix of opportunities and challenges.
Large Caps
Marcus Ryan
Valuations are above long-term averages, but bargains still exist. More >
Small Caps
Michael Steele
Small caps enter 2026 with strong tailwinds and accelerating earnings growth. More >
Micro Caps
Joel Fleming
Persistent inefficiencies create a fertile environment for active investors. More >
Australian Fixed Income
Australian fixed interest is extremely well placed as we move into 2026.
Rates and Bonds
Darren Langer
Our AAA-rated profile offers security and opportunity for the year ahead.More >
Australian Credit
Roy Keenan
Investment-grade credit remains a highly attractive destination for capital.More >
Multi-Sector Credit
Phil Strano
Multi-sector credit fundamentals suggest continued strong performance. More >
AI Boom or Bubble? Credit Risks Loom Large: Insights From our Global Partner Amova AM
Global equities soared in 2025, powered by an AI infrastructure boom and hyperscaler spending. Yet narrow market breadth, private credit risks and geopolitical uncertainty signal turbulence ahead. Discover why Future Quality remains critical as investors navigate elevated volatility and shifting macro trends into 2026.
We offer actively managed capabilities across Australian and global equities, fixed income and multi-asset to our wholesale and institutional clients. Explore >
How to invest
Contact your Business Development Manager or our Investor Services Team.
