The first edition of Four Questions with the Asset Allocators for 2026 is available now, taking a deep dive into what's been an eventful start to the year. Watch Damien Hennessy, Investment Director, and Andrew Yap, Head of Portfolio Solutions, discuss:
- why emerging market equities, gold and the AUD have rallied strongly in contrast with a softening in major US tech names, and how this has influenced portfolio positioning
- their views on the nomination for the new US Federal Reserve Chair, Kevin Warsh, and his potential to challenge the market's perspective
- the strong performance of emerging markets equities and whether their positive trajectory can continue in 2026 with greater AI opportunities outside of the US, and
- the Reserve Bank of Australia’s decision to increase interest rates in February and what that means for the economic outlook.
13 minute watch
