
About this episode
The ASX can return 10 per cent again in 2026...or maybe even more, says star stockpicker Jun Bei Liu...but what to buy? In this second part of our 2026 investment outlook, she outlines very clearly the red-hot sectors offering the top stock picks and also the parts of the market to avoid.
Jun Bei Liu of Ten Cap joins Associate Editor - Wealth, James Kirby in this episode
In today's show, we cover:
- How miners will make you money in the year ahead
- Banks, REITs and retailers could let you down
- Can CSL return to its glory days?
- Liu's stand out stock to consider...and one to avoid
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time The Money Puzzle publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Money Puzzle

Separately Managed Accounts: Advisers love them, but should you?
The Money Puzzle

Where investors will hunt in the looming property downturn
The Money Puzzle

Bringing it all back home - Why the oil shock is turning investors back to the A...
The Money Puzzle

How wealthy investors are dealing with the Iran crisis
The Money Puzzle
