On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting through the noise around artificial intelligence (AI), technology stocks, gold, Bitcoin, inflation and interest rates. I shared my outlook for 2026, including the risks of an AI-led bubble, the growing role of alternative strategies like private credit, and why diversification and quality investing remain essential. We also tackled the most common listener questions and discussed simple, practical steps to help people head into the new year feeling clear, calm and confident.

For more information about rebalancing into a Private Credit fund, visit our Private Credit webpage here or call David Buckland or Rhodri Taylor on (02) 8046 5000.

Catch the full conversation with Nicola and Di on YouTube here: 

Or you can listen to the episode on apple podcasts here: 

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