In this episode of Making Cent of it All, co-hosts Kenneth Beanland and Louis Dooley review the past financial year and share their FY27 market outlook, including how they are positioning portfolios for the 2026–27 financial year.
They discuss:
- Why global equities are becoming a greater focus
- The case for Australian fixed income
- Valuations and concentration within the Australian sharemarket
- How the AI investment theme may shift from infrastucture build-out to broader adoption
- The potential roles of gold, copper and cash in diversified portfolios
- Emerging opportunities across Asia, Europe and global quality companies
Read the full Vincents FY27 Market Outlook 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.
