Virtuous Wealth and GPS Wealth present the February 2026 GPS Wealth Monthly Market Update. These updates from our licensee group assist us with strategies and give context to investment decisions.
Australian shares gained 4.11% in February supported by the second-strongest profit reporting season in 25 years, but markets were thrown into turmoil in early March as Middle East conflict erupted with Iran’s new leader threatening closure of the Strait of Hormuz, sending oil above $100 per barrel and bond yields surging to 5%. The energy shock risks triggering 1970s-style stagflation, particularly threatening Europe which relies heavily on LNG imports, while Australia faces conflicting pressures as a net energy exporter benefiting from higher commodity prices but vulnerable to inflation from refined petroleum imports, with markets now pricing in three RBA rate hikes instead of cuts.
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