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Panorama 360° : January 2026

2026: Adapting in an unpredictable world · 20 January 2026

Economic resilience, geopolitical fragment- ation, and technological revolution are reshaping markets. In an unpredictable world, the challenge is no longer to predict, but to adapt. The year 2025 will be remembered as the year in which two dominant forces, the resurgence of protectionism and the rise of artificial intelligence, shaped the dynamics of financial markets. Despite a tense geopolitical climate, global growth demonstrated remarkable resilience. This strength allowed corporate earnings to increase and, quite often, exceed analysts’ expectations. Against this backdrop, the majority of liquid asset classes ended the year with positive returns.   Read more ...

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