Category Opinions

Introduction: As 2026 began, Australia’s economy showed subtle shifts: business activity softened slightly while cost pressures fell to their lowest levels since the pandemic, and the labour market remained relatively stable. This combination points to a phase of “soft deceleration” — growth slowing but structural stress easing. While companies focus on operational optimization and cost control, some continue cautious expansion; investors seek balance amid market volatility. This tempered adjustment and easing of cost pressures provides firms, and market participants with a clearer window for assessment, and hints at a gradual return to healthier economic dynamics under the pressures of high interest rates and external headwinds.

Introduction: Entering 2026, artificial intelligence (AI) is gradually evolving from a technological topic into a key factor in capital market allocation. A recent survey of Australian investors shows that 92% express high interest in using AI in investment decisions, with over half already integrating AI tools into portfolio analysis, risk assessment, or asset selection. Additionally, around 37% plan to further incorporate AI into their investment decision-making over the next year. Globally, Gartner predicts AI market investment will grow 44% in 2026, reaching USD 2.5 trillion, highlighting the long-term growth potential of the technology. Investors are not only focused on individual stocks or sectors but increasingly concerned with AI’s potential impact on portfolio risk and return structures.

Introduction: In a rapidly changing global wealth landscape, intergenerational wealth transfer is emerging as a critical focus for high-net-worth families and cross-border investors. The latest UBS report highlights that the Asia-Pacific region, particularly Australia, will witness unprecedented inheritance flows in the coming decade. This article explores how this trend is reshaping asset allocation and wealth management strategies in Australia and beyond.