Investment Insights – September 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:
- Australian earnings turn higher: ASX reporting season showed corporate profits grew 11.6% in FY26, although much of the recovery remained concentrated in resources.
- Interest-rate risks return: Stronger inflation, rising oil prices and hawkish central bank commentary pushed bond yields higher and markets to reassess the path for interest rates.
- Gold shines: Gold surged 9.6% in August as investor fears over government debt resurfaced, although the rally lost steam as rate expectations shifted.
- The value of time: We explore an often-overlooked benefit of financial advice: helping clients spend less time managing money and more time on what matters.
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.