Webinar summary · Based on the official video description
In brief
A webinar for a year in which markets increasingly run ahead of the news and the key moves happen “beneath the surface”. As the event was introduced, 2026 will ask investors for a better understanding of the signals shaping the next cycle.
Key points
- The main pieces of the 2026 investment puzzle, and how they fit together.
- Commodities and geopolitics as sources of risk and opportunity.
- The impact of artificial intelligence on the economy and the labour market.
- How the different factors combine into risks and opportunities for investors.
Context
Published on 14 January 2026.
Views reflect his position at the date of publication and are not investment advice. Regulatory information
