🎄 The 2026 Playbook: What Investors Need to Know 🎄

Talk Money To Me · Dec 12, 2025 · 52m

It’s 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, we’ve 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 Martin’s 2025 predictions including nuclear’s standout…