As we look ahead to 2026, the investment landscape presents both opportunities and challenges. Topics likely to be in the headlines include the upcoming midterm election, a changing of the guard at the Federal Reserve, the future of AI, growing concerns around loans, the path of the U.S. dollar, and more. What matters most isn’t whether investors can forecast each twist and turn, but whether their portfolio is positioned to weather uncertainty while capturing long-term growth. Here are seven key themes that can help guide how investors think about the year ahead.
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