In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley outline their 2026 market outlook. They discuss a strengthening Australian dollar , a tactical rotation into commodities and gold , alongside opportunities in building materials and quality discretionary names. They also discuss the "K-shaped" U.S. economy and potential growth in Europe and Asia Markets.

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

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