What are the best investment opportunities in 2026?In this episode we sit down with Ryan Litswa, Investment Officer at Vision Capital Group, to unpack the macro forces driving markets and the opportunities professional investors are watching closely.Ryan manages portfolios across offshore equities, bonds and commodities. In this conversation, he breaks down why Kenyan equities may still have room to run, how rising inflation and interest rates affect asset allocation, and why infrastructure bonds, critical minerals, data centers and Bitcoin stand out as long-term themes.We also discuss the state of Kenya’s real estate market, the crowding-out effect, AI’s role in investment research, and the skills required to transition into fund management.For educational purposes only. Not financial advice.--------------------------------------------------------------------------------------------------------------Ready to trade? Join FXPesa : https://shorturl.at/gFncgJoin the Bullish Banter Telegram community: https://shorturl.at/QxsODWant to be a guest on Bullish Banter?: https://shorturl.at/Azmn3-------------------------------------------------------------------------------------------------------------------------------------------------Episode Chapters00:00 Introduction to Ryan Litswa01:32 What an Investment Officer Does04:34 Kenyan Market Outlook in 202608:22 Inflation, Interest Rates and the CBK13:51 How Global Events Impact Kenya17:52 Why Investors Are Buying Infrastructure Bonds20:05 Ryan Litswa’s Journey into Investing24:25 New Investment Products for Kenyan Investors27:22 Reddit vs Twitter for Market Research29:02 Will AI Replace Investment Analysts?34:35 Best Investment Themes for 202638:39 Ryan’s Views on IPOs40:16 Are Money Market Funds Overrated?42:06 How Ryan Would Invest KES 1 Million43:35 Kenya Real Estate Outlook46:07 The Future of Commercial Real Estate49:23 Best Books for Portfolio Management50:23 Skills Needed for Fund Management52:22 Advice for Aspiring Investors and Traders