Treasurer Jim Chalmers has pitched the 2026 Federal Budget as a package focused on fairness, productivity and resilience, but for investors the more important issue is where capital is likely to flow over the next few years, and which asset classes now sit on the right side of government policy.
This budget is not neutral. It reshapes incentives across property, infrastructure, venture capital and business investment, while making it increasingly clear that Canberra wants more capital directed toward productive assets rather than passive wealth accumulation.
For markets, that matters.
Public Equities Face a More Selective. . .
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