2026 Equities preview [#237]
After a turbulent 12 months for markets, how are Australian stocks shaping up heading into 2026?
This week on the Friends With Money podcast, Money’s Tom Watson is joined by Jun Bei Liu, co-founder and lead portfolio manager at Ten Cap, to discuss the key factors likely to influence local markets in the year ahead and the sectors worth watching.
00:00 Introduction
01:19 Reflecting on the surprises and volatility of 2025
04:11 Previewing 2026: Key themes for Australian equities
10:01 Sector and company insights for 2026
11:01 US equities outlook
13:38 Final thoughts on the year ahead
15:00 Conclusion
#friendswithmoney #tomwatson #junbeiliu #investing #shares
Podcast Links:
Listen on Apple Podcasts: https://apple.co/3mV0Cbr
Listen on Spotify: https://spoti.fi/3fSPI2h
Website: https://moneymag.com.au
Email: podcast@moneymag.com.au
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