Portfolio Perspectives – August 2026

This month we unpack why US earnings growth has been so much stronger than growth in the underlying economy would imply.

Key Messages for Investors
  • The fluid geopolitical backdrop due to the ongoing US-Iran conflict is complicating the outlook for inflation, growth and monetary policy.
  • Global equity investors are largely looking through events in the Middle East, given the much bigger medium term thematic of AI capex.  We maintain a balanced exposure to US equities.
  • US earnings are growing a lot faster than nominal GDP growth would normally imply.  The strength is real, but an unusual dynamic has propelled earnings growth to a rate we expect to slow before the capex cycle peaks.  Expect larger swings in EPS than the macro backdrop would normally produce. 
  • Headwinds remain domestically and we retain our cautious stance on Australian equities.  That is a view based primarily on the outlook for the macro economy.
  • The sharp rally in emerging market equities over an extended period removed the valuation case for an overweight without creating one for an underweight.  We have moved back to neutral.

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