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Economic Situation & strategy
December 5, 2025
Outlook 2026 (IV): Our tactical positioning
Article by Dr. Christian Jasperneite
Capital markets will remain marked by uncertainty in 2026 — yet offer attractive tactical opportunities. Our latest analysis explains why even “uneventful” market phases can be crucial for long‑term investment success, the role played by robust corporate earnings, and why equities continue to hold an advantage over bonds.
We also outline how political developments, interest‑rate dynamics, and currency movements are shaping global markets.
