Episode Details

If you have been watching the news and wondering whether your investments are about to get hit, you are not alone.

Over the past year, investors have had plenty to worry about. War, inflation, interest rate changes, property pressure and constant talk of an AI bubble.

Yet markets have not behaved the way many people expected.

So what actually happened? Why did some markets keep climbing despite all the uncertainty? And what does that mean for where your money is invested now?

In this episode, Nick Donato is joined by BlackRock strategist Beatrice Yeo to cut through the noise and explain the market moves that matter most to everyday investors.

They look at whether the AI boom still has room to run, why Australian shares have struggled to keep pace with global markets and how higher interest rates have quietly changed the investment landscape.

They also explore what BlackRock is watching across shares, bonds and property, and what could matter most for your portfolio over the next 12 months. In this episode

• Why the sharemarket kept rising when the headlines said it should be falling

• The split-second decision that can turn a market dip into a costly mistake

• Is the AI boom running out of steam, or is the next phase just beginning?

• Why the next big winners may not be the companies everyone is watching

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