Investment Insights – July 2026

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Investment Insights – July 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 cap another strong financial year: Global equities delivered another year of double-digit returns, led by Emerging Markets and the US. Despite volatility, long-term growth drivers continued to support markets. 
  • Australia continues to trail: Australian shares rose but trailed most major markets. Returns were also unusually concentrated, with BHP contributing 85% of the market’s gain for the financial year. 
  • Sentiment doesn’t match reality: Consumer confidence remains subdued despite record markets, full employment and growing super balances. The gap between sentiment and economic reality is rarely this wide. 
  • History rewards discipline: The rally in global equities has been exceptional. While the outlook remains positive, realistic return expectations and disciplined investing remain essential. 

We hope you find this update useful. The MPW Advisory Board meets later this month to review the outlook and portfolio positioning for the second half of 2026.

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 

Read report

 

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.

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