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Non US-Equities outshine US-Market in 2026

Non US-Equities outshine US-Market in 2026

Geldmeisterin vor 10 Monaten

0:00

30:19

Next year non US-Equities outshine the US-Market – that is the
key message of Paul Jackson, global market strategist, EMEA at
Invesco in his outlook for the global economy and financial
markets in 2026. Falling interest rates and fiscal expansion in
US, Europe and Japan could support global growth.In this episode
of GELDMEISTERIN Paul Jackson also discuss with podcast host
Julia Kistner why he expects the US dollar to weaken and how
investors can position themselves with a “barbell” strategy that
combines very defensive income assets with high-beta cyclical
exposure. He explains how a barbell portfolio of cash, AAA and
covered loans and bank loans on one side and cyclicals, non-US
equities on the other could work in 2026. He sees selective
opportunities in banks, small & mid caps, industrials and
mining. The global market analyst favors industrial commodities
(energy, copper, aluminium) versus already expensive gold.The key
risk would be recession, an inflation surprise, or simply being
wrong after three great years in a row. Worth to hear. Enjoy
listing!

Yours Julia Kistner, podcast host of GELDMEISTERIN

Warning: Investments carry a risk of loss. The host and podcast
guests of GELDMEISTERIN are not liable for the content of this
medium.Music & Sound Rights:
https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#Berkshire #Value #USA #Insurance #MunichRe #Dividend #Investment
#Stock #podcast

Photo: Paul Jackson/Invesco