Elevated valuations persist; tech stronger than past cycles, ASX income-led, private markets offer selective growth opportunities ahead.

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US equities lead on earnings strength; AI cycle sustainable; adopt barbell strategy balancing growth and defensive exposure.

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In our recent Client Seminar Series, we focused on the major forces shaping markets, portfolios and wealth planning in 2026.

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Why David sees a classic “V‑shaped war bottom” for markets

Why David sees a classic “V‑shaped war bottom” for markets

Geopolitical shocks signal V-shaped rebound; inflation risks rise; stay invested to avoid missing market recovery gains.

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