Words on What to Expect in 2026

In this episode of Words on Wealth, CIO Tim Rocks is joined by Gerard Minack of Minack Advisors to discuss the global outlook for 2026. They examine why the US economy remains well supported despite political noise, the role of policy stimulus, and risks around tariffs and central bank independence. The conversation also looks at whether the AI theme is starting to fade, what that could mean for equity markets, and where opportunities may be emerging beyond the US. Closer to home, they discuss Australia’s economic backdrop, commodities, and how inflation uncertainty is shaping expectations for the RBA. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.