The Rules of Investing

The first big week of reporting season was full of fireworks with some wild swings in some of the biggest companies on the ASX. Livewire's Chris Conway spoke with Henry Jennings from Marcus Today to discuss some of the important results and how investors reacted.

Inflation is back at the centre of investor concerns. In this episode of The Rules of Investing, James Marlay is joined by outgoing Schroders CEO and CIO Simon Doyle to discuss why inflation has been so persistent, the assets he trusts most to protect real returns and the lessons from a long career in markets.

Markets delivered another strong year in 2025, extending an exceptional run for equities. The S&P 500 returned around 22.8% per annum over the past three years, roughly double the long-term average, while the ASX 200 delivered closer to 9.7% excluding dividends.

After a run like this, the key issue isn’t just where markets go next, but how investors set expectations. In this episode, James Marlay speaks Ben Clark from TMS Private Wealth and Charlie Viola from Viola Private Wealth to discuss realistic return expectations, the factors shaping asset allocation for 2026, and where they’re directing new capital.

Vishal Teckchandani asked two of Australia's leading ETF providers to put together a starting lineup of 11 ETFs built to win next year.

 
Our two team captains were VanEck's Jamie Hannah and Global X ETFs' Marc Jocum, who each brought some of their big hitters (and more cricket metaphors than you can shake a stump at).

Property experts Nerida Conisbee and Kiril Ruvinsky unpack what is driving the market and share their bold predictions for 2026.