It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by&nbsp;Shaw and Partners CIO, Martin Crabb, to unpack the&nbsp;Top 10 Investment Themes for 2026&nbsp;in this festive, market-moving Christmas special.&nbsp;This year, we’ve wrapped each theme in a&nbsp;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:&nbsp;where should investors be positioned for 2026?&nbsp;We also look back at&nbsp;Martin’s 2025 predictions including nuclear’s standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP’s 12-month results.&nbsp;Finally, Martin reveals his&nbsp;#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 spirit… and a few questionable vocal performances from your favourite financial advisers.&nbsp;IN THIS EPISODE&nbsp;<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f447/32.png"><img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f384/32.png">&nbsp;The 10 themes shaping global markets in 2026<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f4c9/32.png">&nbsp;Bond markets: why they’re still “shark-infested waters”<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f9ec/32.png">&nbsp;How Trump’s “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/26a1/32.png">&nbsp;AI infrastructure: the second-derivative winners<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f1ea_1f1fa/32.png">&nbsp;Europe’s surprising revival<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f30f/32.png">&nbsp;EM vs China: where the winds are actually turning<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f510/32.png">&nbsp;Private markets unlocking liquidity<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f4a5/32.png">&nbsp;IPO & M&A activity making a comeback<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/1f52e/32.png">&nbsp;Martin’s 2025 “crystal ball review” — PDN, TLX, IDP<img src="https://fonts.gstatic.com/s/e/notoemoji/16.0/2b50/32.png">&nbsp;Martin’s top investment pick for 2026&nbsp;&nbsp;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).📧 Contact us:cftgroup@shawandpartners.com.auinfo@cftgroup.com.au<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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