Expect AI unknowns to continue the market’s wild ride
When so much money is chasing so much unproven value, investors will need to strap in and be prepared for what is likely to bring further turbulence in 2026.
It’s easy to be cynical when the word “permacrisis” is used to describe the investment environment. Especially from an institutional investor who may want to seed an excuse if future performance doesn’t end up matching past returns.
Yet the endless volatility on equity markets – here and abroad – this week lends support to Future Fund chief executive Raphael Arndt’s claim that a more complex and turbulent world is “poised on a perpetual inflection point” of geopolitical, economic and social shocks.
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The Australian Financial Review’s succinct take on the principles at stake in major domestic and global stories – and what policy makers should do about them.
