O'Connor: Australian resources shrunk from 65% of the equity market to 25%
Brendan O'Connor · Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485) · Feb 5, 2026 · at 16:18
Brendan O'Connor, CEO of Regal Partners, contrasts the current composition of the Australian equity market with historical commodity supercycles.
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“Resources today represents about 25% of the equity market. If you go back to the late sixties and seventies, resources as a percentage of the Australian market was as much as 65%.”
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