In our last episode of 2025, we get the heavy hitters. This week on Switzer Investing TV, Peter Switzer sits down with three seasoned market pros to cut through the noise and talk straight about where the real growth opportunities may lie heading into 2026.
With tech stocks sold off, resources rotating back into favour, and AI fears dominating headlines, each guest lays out what they’d actually buy now and why.
Adam Dawes kicks things off by explaining why selective commodities, developers and beaten-up growth names are back on the radar, and where investors need to be careful.
Jun Bei Liu then shares her “buy low” Christmas gift ideas, focusing on high-quality growth companies that have fallen out of favour but continue to grow earnings. Finally, Paul Rickard wraps up the year with a pragmatic take on oversold tech, patience, and which names could reward investors willing to look past short-term fear.
Interview timecodes:
00:01:01 - Adam Dawes, Shaw and Partners
00:17:41 - Jun Bei Liu, TenCap
00:25:37 - Paul Rickard, Switzer Report
This is our last show for 2025. We thank you for joining us and we'll see you on 10 January, 2026 with a new year of Switzer Investing TV.
