January Monthly Market Update - GPS Wealth
Large potential disruption by AI spooks markets
Destination Wealth and GPS Wealth present the January 2026 GPS Wealth Monthly Market Update. These updates from our licensee group assist us with strategies and give context to investment decisions.
Markets were off to a blistering start in 2026. The S&P/ASX 300 Accumulation Index rose 1.72% in January. Global shares extended their rally for a tenth consecutive month, with the MSCI World Index gaining 2.19% in USD terms. However, despite positive returns from the major share markets around the world in January, they hit a snag in February led by global metal prices. Silver fell ~40% from its peak all but erasing January’s parabolic run, the Australian dollar strengthened amid higher interest rates and there was a bout of stock marker weakness in the US as markets digested Warsh's nomination as chair of the Federal Reserve. Gold was not immune from the weakness, falling as much as 20% from its recent high, though paring losses. Some moves seemed less of a unique metals story and instead part of a broader risk-off repricing.
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