What Will Drive Returns In 2026? The View From Our Investment Committee
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What Will Drive Returns In 2026? The View From Our Investment Committee
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In this episode of the Pizz-Spectives Podcast, host Rob Pizzichetta, founder of Mont Wealth, is joined by the investment committee members Jay Kumar from Foresight Analytics and Vessela Tasker from Greenwood and Co. The discussion covers an extensive review of Mont Wealth's portfolio performances, which have surpassed objectives over the last year. They delve into the anticipated economic and market conditions for 2026, discussing everything from interest rate cuts by the Fed to geopolitical risks and the global financial environment. The episode explores the potential impacts of AI on the markets, emerging market growth, and strategic asset allocation. The committee also highlights the importance of active management in light of the coming year’s economic divergence, and their plans to navigate the complexities of global investment landscapes. Don’t miss the insightful analysis and future outlooks on strategic asset management.
00:00 Introduction and Disclaimers
00:46 Performance Summary and Market Overview
01:54 Global Economic Insights
05:58 Investment Strategies and Portfolio Positioning
15:27 Key Risks and Future Outlook
17:11 Closing Remarks and Thank Yous