Insights

Latest CARE Investment Update

The latest CARE Investment Committee update is now available in the video above.

In this quarter’s update, the Committee looks at a period of continued market volatility, shaped by geopolitical tensions, changing expectations for interest rates and renewed enthusiasm around artificial intelligence and technology. Despite the uncertainty, global share markets generally proved resilient, with US equities rebounding strongly during the quarter.

Closer to home, inflation remained above the Reserve Bank of Australia’s target range, while household pressures and a softer labour market added complexity to the economic outlook. The Committee continues to take a measured approach, adjusting portfolio exposures where opportunities arise while remaining cautious about elevated market valuations.

For the full discussion and the Committee’s latest perspective, watch the embedded video above.

More detailed information, including portfolio changes, investment performance and the outlook for the remainder of 2026, is available in the linked quarterly reports:

• CAREportfolio Quarterly Newsletter, covering the broader CARE model portfolios and their underlying investments.
• CAREessentials Quarterly Newsletter, with commentary, performance and allocation details for the CAREessentials portfolios.
• CAREesg-conscious Quarterly Newsletter, with specific commentary and performance information for the ESG-conscious portfolios.
• GenuineEdge Quarterly Newsletter, including its latest investment positioning, thematic exposures and portfolio returns.

While markets have recovered from some of the disruption seen earlier in the year, the outlook remains mixed. Inflation, geopolitical risk and shifting interest-rate expectations are likely to keep markets lively, so the Committee expects volatility to remain part of the landscape through the rest of 2026.