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2026 Market Outlook – From Acceleration to Precision. GlobalX

This year’s outlook is structured around four key themes, reflecting a shift from acceleration to precision, and guiding the journey ahead:

1. Formation Lap: From Tightening to Renewal. Set your starting position as we enter a phase of easing and renewal across global inflation and growth.​​
2. Strategy in Changing Conditions: Policy, Politics and the Debasement Trade. Fiscal and political shifts continue. We explore how investors can adapt portfolios as macro conditions evolve.
3. ​​​​​​Pit Stop: From Peak Investment to Payback Pressure. Recalibration from ‘spend now’ to ‘earn back’ – where to add, trim and reposition for durability​​​​.
4. Managing the Final Turn: The Search for the Next Bottleneck. Navigating pressure points that define the next phase. Focusing on seizing opportunities while maintaining careful risk management.

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