Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
Published: January 8, 2026
Duration: 29:22
Rob Rowe, U.S. Regional Director of Research, sits down with Head of Research Lucy Baldwin to discuss investment themes for 2026. We see a reasonably resilient and growing economy for the year's first half, with central-bank stimulus coming through. But given the number of risks on the horizon, we also suggest some caution.
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