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The Financial Year That Broke Every Forecast

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• By Hayley Boneham • Podcast | The Purposeful Investor

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Tariffs, President Trump, the Iran conflict, soaring oil prices and an overvalued market that still refuses to crash. The 2025-2026 financial year had it all. In this end of financial year special, Capital Partners Investment Coordinator Nick Menegola joined David Andrew and Aden Wilkins on The Purposeful Investor podcast to break down what actually drove returns, what the experts got wrong, and what investors should expect heading into the 2026-2027 financial year.

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