Next year non US-Equities outshine the US-Market – that is the key message of Paul Jackson, global market strategist, EMEA at Invesco in his outlook for the global economy and financial markets in 2026. Falling interest rates and fiscal expansion in US, Europe and Japan could support global growth.In this episode of GELDMEISTERIN Paul Jackson also discuss with podcast host Julia Kistner why he expects the US dollar to weaken and how investors can position themselves with a “barbell” strategy that combines very defensive income assets with high-beta cyclical exposure. He explains how a barbell portfolio of cash, AAA and covered loans and bank loans on one side and cyclicals, non-US equities on the other could work in 2026. He sees selective opportunities in banks, small & mid caps, industrials and mining. The global market analyst favors industrial commodities (energy, copper, aluminium) versus already expensive gold.The key risk would be recession, an inflation surprise, or simply being wrong after three great years in a row. Worth to hear. Enjoy listing!
Yours Julia Kistner, podcast host of GELDMEISTERIN
Warning: Investments carry a risk of loss. The host and podcast guests of GELDMEISTERIN are not liable for the content of this medium.Music & Sound Rights: https://www.geldmeisterin.com/index.php/musik-und-soundrechte/
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Photo: Paul Jackson/Invesco
