ASX Sector Rotation: Why Investors Are Moving Beyond Tech Hype and Back Into Real Assets

The ASX Sector Rotation 2026 story is not really about a collapse in tech. It is about investors changing what they are willing to pay for.

For the past few years, high-growth software and AI-linked names benefited from a market that was still prepared to stretch on valuation. That has become much harder to justify in 2026. The Reserve Bank of Australia lifted the cash rate to 4.10% in March, its second increase this year, while officials have continued to warn about upside inflation risks. In that setting, long-duration growth stocks face more pressure, while businesses. . .