Investment Podcast #32 – Quarterly Update

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As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to reflect on what shaped markets over the year and what to watch heading into 2026. They unpack market resilience, the reality of AI’s economic impact, and standout performances across equities, gold, and silver – while challenging assumptions around recession risks, interest rates, and US dominance. With opportunities emerging beyond mega-cap tech, they highlight the case for diversification across regions, sectors, and asset classes, offering advisers practical insights to reassess portfolios and guide clients with discipline and adaptability into the year ahead.

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