After a holiday period that saw the traditional Santa rally fail to materialise, 2026 has begun with renewed vigour across global markets. The rotation trade that defined much of 2025 appears to be reasserting itself, with emerging markets and global small caps leading the charge in early January trading.

Get access to the graphs: www.investsense.com.au/industry-articles/markets-start-2026-with-momentum-but-caution-is-warranted  

Join the InvestSense Community to receive weekly insights from our investment team: www.investsense.com.au/industry-articles/markets-caught-between-shutdown-relief-and-valuation-reality