Ep 79 | The Financial Year That Broke Every Forecast

Ask a question or send feedbackTariffs, Trump, the Iran conflict, soaring oil prices, an overvalued market that still refuses to crash - the 2026 financial year had it all. In this end-of-financial-year special, Capital Partners founder David Andrew and investment coordinator Nick Menegola join Aden Wilkins to break down what actually drove returns, what the so-called experts got wrong, and what investors should expect heading into the 2027 financial year.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Nick Menegola:LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/Capital Partners: https://capital-partners.com.au/team-members/nick-menegola/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome & Wins of the Week(4:00) The Three Big Themes of the 2026 Financial Year(6:30) Markets Were Resilient - Despite the Headlines(8:30) Are Markets Overvalued? What the Data Says(10:30) Where Returns Actually Came From: Korea, Taiwan & Emerging Markets(14:00) The Gold Story: Queues at Martin Place and a 22% Drop(18:00) Bitcoin Down 45% - What Cryptocurrency Gets Wrong(21:00) The Scorecard: ASX, International & Emerging Markets Returns(27:00) Why Value and Small Beat the Market Again(30:00) CSL and CBA: How Being Underweight Added 2.5% to Portfolios(34:00) SanDisk Up 3,000%: The Case for Diversification(37:00) What to Expect in the 2027 Financial Year------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.