Markets Edition: How to Navigate 2026 Where Is Consensus for 2026 and What to Do About It?

Early January is when investors put their money to work in line with their views for the year. A large part of that money goes into consensus trades, which often do quite well before seeing setbacks. So where is that consensus? Dirk Willer and Alex Saunders offer a survey across asset classes, along with investment strategies.

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