Market direction will be driven by Investment trends, monetary policy, and earnings quality, with fixed income opportunities emerging. Commodities and global markets will be shaped by geopolitics, trade dynamics, and AI-led shifts.
Join us for an insightful discussion on the evolving macro landscape, where we examine the 2026 outlook for the economy and equity markets, identify potential opportunities across the yield curve, and assess the key drivers shaping commodities and global markets—from geopolitics and trade to the growing impact of AI. The session will conclude with our asset allocation framework for 2026, aimed at helping investors navigate the next phase of the market cycle.
