Living in ‘Un-PRESIDENT-ed’ Times
Considering diversification options to navigate a world of divergent challenges and opportunities.
27 January 2026
14:00 (GMT) | 16:00 (CAT) | 09:00 (EST)
In 2026, the financial market landscape is shaped by an uncertain fundamental picture and a rapidly evolving geopolitical environment. Together with Momentum’s Chief Economist Sanisha Packirisamy, this presentation will review the most significant market developments of 2025 and assess key trends as they extend into 2026. We will analyse the effects of divergent inflationary pressures and emerging technologies on market dynamics, as well as examine key central banks’ monetary policies as they enter a mature phase. In addition, we will explore how geopolitical tensions and shifting alliances influence investment strategies, sector performance, and global capital flows. Join us to gain actionable insights and strategic perspectives to navigate this complex financial landscape and stay ahead in an increasingly complex world.
Key investment themes include impact of:
- Deteriorating fiscal landscapes across major economies
- The future of the global growth engine in a more fragmented world economy
- The unravelling of the post-world war liberal order
- Ample liquidity conditions in financial markets and their implications
- Stretched market valuations and the risks they pose to asset performance