Friends With Money #237: 2026 equities preview
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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
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Friends With Money is a weekly personal finance podcast by Money magazine, offering expert insights on investing, budgeting, superannuation, property, and other money strategies for everyday Australians.
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Episodes are hosted by Vanessa Walker and Tom Watson from Money magazine, featuring expert guests and real conversations about money.
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Each episode dives into real conversations about money - how it's earned, shared, saved, and grown - with tips and insights that make finance simple and relatable. Perfect for beginners and seasoned investors alike, it's your go-to guide for building better financial habits.
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