2026 Outlook: AI boom, geopolitics and a new Fed chair

2026 is already shaping up to be another eventful one in global financial markets, particularly following a number of high profile geopolitical events in the first two weeks of the year. But what do we expect to be the main focus for investors this year?

Will the AI boom boost global growth? Or is the bubble ready to burst? And how will the new Fed chair impact the path of US interest rates? We also give our thoughts on the currencies that we think will over and underperform in the coming twelve months.

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