SUMMARY OF THE WEBINAR

The year ahead promises both opportunity and disruption. In the US, tariffs are driving prices higher just as the Federal Reserve prepares to ease policy in response to weak jobs data. Globally, economies are facing deflationary pressure, creating a sharp divide in growth and inflation trends across regions. These shifts will profoundly shape the investment outlook for 2026.

Behind the headlines lies a deeper force: fiscal dominance. With governments overspending and debt mounting, central banks may be compelled to keep rates low and inject liquidity into the system. In the short term, this could fuel strong rallies and even a return to quantitative easing. Over time, however, the hidden cost will likely be higher inflation — and a reordering of global investment opportunities.

The webinar touched on:

  • Short-term opportunities in financial markets

  • Long-term growth prospects in precious metals and real assets

  • How to position your portfolio for resilience and growth in 2026