Dusting off the Crystal Ball to Understand Investing in 2026

Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting!

As we look to 2026, we dust off the crystal ball for a conversation about markets and investing. David Andrew and Nick Mengola join Aden to look back at markets in 2025 and look to the major trends to understand what might be in store for 2026.

AI sits centre stage for 2026. We explore capex surges, competitive shifts between OpenAI and Google, and how to hold measured exposure without betting the farm on AI.

We discuss the returns of markets and market dimensions of large, value, small and profitability.

If you’re looking for a calm, evidence-led plan for a volatile year ahead, here's your road map: diversify across regions and factors, own enough high-quality bonds, rebalance, and be a prepared (rational) optimist.

Share with a friend who needs a steadier strategy and leave a review to tell us how you’re positioning for 2026.

Show notes:

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [e-mail].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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