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Investment Leaders January 2026

Australian Equities 2026: The Year of Earnings, Expansion and Execution

27/01/2026
With resources surging and earnings finally turning positive, 2026 shapes up as a defining year where expansion takes hold and management execution separates leaders from laggards.
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Emerging Markets Equities and our thinking on the impact of AI

23/01/2026
AI has powered a spectacular equity rally, but airline‑like economics, slowing adoption and soaring capex suggest investors may be flying into a profitability storm.
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Public and Private Equity Together: What the MSCI All Country Public + Private Equity Index Reveals

14/01/2026
As investors rethink equity construction amid shrinking public markets, MSCI’s hybrid index offers a bold idea, but not yet a complete solution.
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Gold 2026 Outlook: Can the structural bull cycle continue to $5,000?

05/12/2025
Gold enters 2026 on a higher plateau, with structural demand and geopolitical risk keeping the metal on track for a potential test of US$5,000 an ounce.
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