On this Christmas episode of 'On the Couch,' we sit down with Adam Dawes from Shaw and Partners, and we discuss what we have learned from 2025 and more importantly, what themes and stocks we should be watching in 2026.

Adam is a long-time friend of the podcast series and a frequent guest on many media outlets, showcasing his experience and investment wisdom.

In this discussion, we talk stocks, and themes for 2026.

Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

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