Video Update Markets Are Expensive. Rates Are Rising. Here's Our Move.
Published on 10 February 2026
Presented by
Emmanuel
Calligeris
Chair, Investment Committee
Summary
Emmanuel Calligeris discusses the key investment themes for 2026: Trump's tariff policies and their impact on global markets, Australia's rising inflation and interest rates, and why a cautious investment approach makes sense now. He explains the rotation from expensive AI stocks to critical materials like copper and gold, notes concerns about US labor market softening, and highlights Australia's overpriced banking sector versus strong materials producers. What’s the strategy?
General Advice Warning
The information contained in this report has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. Investment markets past performance are not necessarily indicative of future performance. Whilst Financial Advice Co Pty Ltd is of the view the contents of this report are based on information which is believed to be reliable, its accuracy and completeness are not guaranteed, and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Financial Advice Co Pty Ltd.
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