Show Notes
Itās the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special.
This year, weāve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026?
We also look back at Martinās 2025 predictions including nuclearās standout performance with a candid āCrystal Ball Reviewā, covering PDN, TLX and IDPās 12-month results.
Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead. This episode is packed with insights, laughter, Christmas spiritā¦ and a few questionable vocal performances from your favourite financial advisers.
IN THIS EPISODE The 10 themes shaping global markets in 2026 Bond markets: why theyāre still āshark-infested watersā How Trumpās ā3 Dsā (DOGE, Deregulation & Drugs) shape US opportunities AI infrastructure: the second-derivative winners Europeās surprising revival EM vs China: where the winds are actually turning Private markets unlocking liquidity IPO & M&A activity making a comeback Martinās 2025 ācrystal ball reviewā ā PDN, TLX, IDP Martinās top investment pick for 2026
This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025).
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