After a turbulent 12 months for markets, how are Australian stocks shaping up heading into 2026?This week on the Friends With Money podcast, Money's Tom Watson is joined by Jun Bei Liu, co-founder and lead portfolio manager at Ten Cap, to discuss the key factors likely to influence local markets in the year ahead and the sectors worth watching.  00:00 Introduction01:19 Reflecting on the surprises and volatility of 202504:11 Previewing 2026: Key themes for Australian equities10:01 Sector and company insights for 202611:01 US equities outlook13:38 Final thoughts on the year ahead15:00 Conclusion#friendswithmoney #tomwatson #junbeiliu #investing #sharesPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: [email protected] stories like this in our newsletter: bit.ly/3GDirbR

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