Investment Insights – June 2026
We’re pleased to share the latest edition of our Investment Insights report, highlighting the key trends shaping markets and portfolios.
This month’s key takeaways:
- Global markets keep climbing: US technology and emerging markets continue to lead the rally, supported by resilient earnings and ongoing investment in AI and digital infrastructure.
- The great dash for IPO cash: The AI boom is entering a new phase. A growing pipeline of capital raisings and new listings is testing how much demand markets can absorb, shifting investor focus from opportunity to valuation discipline.
- Australia remains the outlier: While many global markets are benefiting from stronger momentum, Australia’s higher-rate environment continues to weigh on sentiment and rate-sensitive sectors.
- Inflation isn’t finished yet: Higher energy prices and ongoing geopolitical tensions are keeping inflation risks elevated.
We hope you find this update useful. As always, if you would like to discuss how these themes relate to your portfolio, please feel free to get in touch.
Warm regards,
Mackay Private Wealth
General Advice Warning: Any comments in this communication do not consider your objectives, financial situation or needs. Before acting on any general advice, consider whether it is appropriate for you.