Q1 2026 Investment Outlook & Portfolio Strategy
January 15, 2026 | Market Commentary
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
The global economy held surprisingly firm in 2025 even in the wake of erratic and disruptive policies from the US administration. While trade measures announced in April proved less severe than expected, a surge in AI investment and synchronized monetary policy easing provided support.
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