Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.

We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.

Also in this episode:

Is the AI boom a bubble?
Gold’s wild run
Emerging market trends to watch

Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.

———

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

· Listen to the podcast (Apple | Spotify)

· Watch on YouTube

· Read the monthly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697

Hosted on Acast. See acast.com/privacy for more information.

Effectively Wild Episode 2403: How Our Preseason Predictions Panned Out

Effectively Wild: A FanGraphs Baseball Podcast

Ben Lindbergh's perfect 10-for-10 ballot

The AI-powered Podcast Player