Investment Directions: 2026 Outlook
Source: SeekingAlpha
2026-01-23 01:30:00 ET
Originally Published on Jan 05, 2026
By Gargi Pal Chaudhuri & Kristy Akullian, CFA
Transcript
Kristy Akullian, CFA - Hi, I am Kristy Akullian, and I am excited to introduce our 2026 Year Ahead Investment Guide.
The new year brings a market characterized by above-trend growth, easing policy, and accelerating productivity. We believe this backdrop favors risk taking, but weakness in the labor market, rich valuations, and an uncertain forward path for interest rates remain risks, arguing for greater selectivity....
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Investment Directions: 2026 Outlook
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