The InvestSense Podcast

2025 confounded expectations in one crucial way.


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Andrew Hunt speaks with Jonathan Ramsay about how record foreign inflows, led by China, kept markets elevated despite weakening fundamentals. They explore why the composition of those flows has shifted and what early signs of reversal could mean for markets heading into 2026.

Learn more: www.investsense.com.au/industry-articles/2025-year-in-review-part-two-the-year-capital-flows-defied-expectations 

Join the InvestSense Community to receive weekly insights from our investment team: www.investsense.com.au/industry-articles/markets-caught-between-shutdown-relief-and-valuation-reality
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