Market Perspectives: 2026 – Extending the Cycle - Seguridad Mania.com - España y América Latina

Join Anthony Willis for an in-depth discussion on the forces shaping the global economy in 2026. Despite persistent challenges, growth has remained resilient, and there are signs the cycle could be extended further through monetary policy and fiscal stimulus across major economies. Inflation has eased but continues to hover above target, creating uncertainty for central banks and interest rate trajectories. At the same time, the global backdrop is increasingly fragmented, with diverging growth and inflation trends, ongoing tariff impacts, and shifting trade alliances redefining economic relationships. Policy and political risks remain front and centre as central banks navigate a delicate balance, while fiscal deficits and election-driven stimulus add complexity. Investment themes are evolving, with artificial intelligence moving from heavy capital expenditure toward monetisation, prompting investors to scrutinise capital allocation efficiency. After a strong year of returns, markets are priced for perfection, leaving little room for error. Anthony will provide actionable insights on navigating these dynamics, examining the implications of tariffs, geopolitical risks, and the changing investment landscape as we move into 2026.