Weekly Strategy Perspectives: Fearless Forecasts

“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.”
– Lao Tsu

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains for the third consecutive year. What trends, themes and challenges will carry into 2026? We offer a few predictions.

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