In this podcast, Hiba Mouallem, Investment Strategist, and Edmund Shing, Global Chief Investment Officer, look back at the past year, and analyse the macroeconomic context and market performance.

• A summary of the global macroeconomic backdrop

• How has inflation affected bond markets, and how have central banks intervened?

• Is the dollar’s weakness a consequence of President Trump’s tariff policies?

• A review of the equity markets

• Commodities have been the star asset of the year, but which ones should investors look at in 2026?

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