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In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley share their 2026 market outlook. They discuss a strengthening Australian dollar, a tactical rotation into commodities and gold, and opportunities in building materials and quality discretionary names. They also explore the “K-shaped” U.S. economy, along with potential growth across Europe and Asian markets.

Dive deeper into the insights and access the full report here.

 

Reach out to us at makingcentsofitall@vincents.com.au with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

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