Unconscious and concentrated – it’s no time to be passive

Brett Lewthwaite  |  Macquarie Asset Management  |  25 February 2026  |  0.25 CE

We’re witnessing a profound and transformation shift in markets and economies, marked by an end to globalisation and a focus on national priorities, intertwined with the drive for AI supremacy. It’s a whole new world! This environment lends itself to leaders and policymakers leveraging all available tools including not only significant fiscal policy initiatives but also, where possible, monetary policy settings, to sponsor greater national progress. While this significant shift is expected to support medium-term economic growth, considerable questi...

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