Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’s ambition to produce more of what it consumes, the durability of capital spending on artificial intelligence, monetary policy, and Europe’s drive to boost competitiveness and strategic autonomy.
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