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The ASX’s big market shift really might be playing out

FY26 is already looking much better for benchmark-aware active equity managers.

Don’t say it out loud on a dealing desk, but it looks like Australian equities’ most painful trade really may be over.

Miners are rolling, the banks are rolling over. That alone means FY26 is already looking much better for benchmark-aware active equity managers, which is most of the domestic large-cap set. It also helps that bombed-out healthcare and energy stocks are also getting in on the action.

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Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com

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    Original URL: https://www.afr.com/chanticleer/the-asx-s-big-market-shift-really-might-be-playing-out-20250721-p5mgfz