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The latest views from our investment team on financial markets, industries, and investment management.

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January 6, 2026

We enter 2026 with cautious optimism. The US continues to lead the world in economic terms: the largest advanced economy to experience solid growth (2.1%) last year.1 This helped bolster US equity markets, with valuations approaching historically high levels.2

1International Monetary Fund (IMF)
2Factset

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