Episode 237

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Published on:

7th Jan 2026

2026 Equities preview

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

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About the Podcast

Friends With Money
Earn. Save. Invest.
We all have questions about money; how to earn it, how to spend it, and the best ways to invest so we can watch it grow.

The Friends With Money podcast, created by Money Magazine (Australia’s longest-running and most-read personal finance magazine), shares its extensive network of finance experts, in-depth knowledge of markets and timely advice to help you understand the world of money.

Hosted by senior writer, Tom Watson, and editor-in-chief, Michelle Baltazar, Friends With Money is a weekly chat with a variety of credentialed guests that you won’t want to miss. Listening and learning will help you on the path to financial freedom.