Market Outlook 2026: Will the party continue?
2025 was the third consecutive year with solid returns in the stock market. Themes such as artificial intelligence (AI), finance, health, emerging markets, defense, energy, gold prices, USD/NOK, and lower interest rates were among the factors that drove the development. What can we expect in 2026 for investments in stocks and bonds?
The webinar will cover the most important topics that a broadly diversified investor will be interested in heading into 2026:
- Artificial Intelligence: Valuation and future earnings
- Geopolitics and its significance for you as an investor
- The key sectors: Defense, Energy, Health, and input factors such as metals/raw materials
- Concentration risk: Large Cap vs Small Cap, Europe vs USA vs Emerging Markets
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