Episode #23 | June 2026: From the Three bears to Goldilocks

In this month's episode of The Active Investor with SGH podcast, CIO Rob Hogg is joined by Senior Portfolio Manager Hamish Tadgell to discuss the key themes driving markets in May. They explore the resilience of the US economy, the continued strength of AI-related investments, Australia's lagging market performance, and the outlook for interest rates, earnings and inflation. The discussion also covers opportunities emerging across commodities, infrastructure, technology and gold, as well as how portfolios are being positioned in an environment characterised by heightened volatility and ongoing geopolitical uncertainty.