For investors, 2025 will be remembered as a year when value was realised.
The composite of our wholesale portfolios delivered an annual return of almost 30%.
As a profitable and happy year draws to a close, what can we see for 2026?
Valuations are higher. Earnings have been strong. The AI tech boom may have got ahead of itself. But by and large, that’s not the whirlpool we navigate.
Listed real estate has done well — and positions may consolidate further.
So I’m interested in updating developments for a couple of the ‘kickers’ we’ve looked at. One this week. Another next…
Kickers, by the way, are those stocks and companies at the fringe of new discoveries or industries that can add outsized return.
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Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios.