In this episode, we dive deep into the biggest market moments of 2025 and unpack what investors should be watching as we move into 2026. It was a year marked by shifting economic conditions, standout sector performances, and a rapidly changing global landscape.
Hosted by Mitchell Kelsey, this episode welcomes back returning guest Adam Bolton, Director and Financial Adviser at Bolton Financial Services. Together, Mitchell and Adam delve into the dynamics of emerging markets, sector performances, commodities, inflation, and economic updates, while also looking ahead to 2026 and discussing investment strategies and the importance of diversification.
Key discussion points from this episode include:
- The US market significantly influenced global market sentiment despite concerns about valuations.
- Emerging markets showed strong performance amidst geopolitical risks.
- Technology sector, particularly the Magnificent Seven, dominated market performance.
- Commodities, especially gold and silver, saw significant price increases due to demand and economic uncertainty.
- Inflation trends in Australia and the US raise concerns about future interest rate policies.
- Investors should prepare for potential headwinds in 2026, including national debt and inflation.
- Diversification across asset classes is crucial for long-term investment success.
- Recency bias can lead to poor investment decisions. Historical performance does not guarantee future results.
- Long-term investing remains the best strategy for navigating market volatility.
This episode offers a clear recap of 2025’s defining market trends and an outlook for 2026, giving listeners a practical framework to navigate the year ahead.
To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/
General Advice Disclaimer: The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.
What is Behind The Advice Australia?
The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping you navigate the financial challenges and opportunities of life overseas.