In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley unpacking market performance across domestic & global equities as well as the broader capital markets environment. They run through what drove returns in global equities, why it felt so volatile despite strong numbers, and how the story broadened beyond the Magnificent Seven. They compare US and Australian sector performance, call out a few surprise winners and laggards, and unpack what currency moves meant for unhedged investors. The episode also revisits popular market calls – reviewing the results of their VCM 2025 outlook from the start of the year, highlighting played out, what didn’t and the lessons investors can take into 2026.
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.
