January 08, 2026

Everyone Is Saying the Same Thing | 4Q Perspective

Capital Markets

2025 brought both a brief bear market and a massive rally for investors. What does 2026 hold in store?

Author

Alexander Chaloff: Chief Investment Officer & Head of Investment & Wealth Strategies

Key Takeaways

Markets were strong across the board in 2025, driven by tariffs and AI, and with international stocks leading the way as all asset classes performed well.

AI is likely to remain a dominant theme for investors. We worry more about “air pockets” than about a large-scale bubble.

Barring more policy turbulence or exogenous shocks, the economy is likely to settle into a groove in 2026.

Portfolio Positioning Advice

What else may be impacting your investments?

Explore

First Name Required, input must be valid

Last Name Required, input must be valid

Required, Must be valid

Description

Error

Something has gone wrong. Please try again later.

You'll begin receiving updates from us soon.

You'll begin receiving emails from us soon.

go back

Everyone Is Saying the Same Thing | 4Q Perspective

Related Insights

Company

Legal

Information

Everyone Is Saying the Same Thing | 4Q Perspective

Related Insights

Company

Legal

Information

Stay Up to Date

Get in Touch