2026 Investment Outlook📈: China, AI Rotation, Copper, Europe & the Hidden Credit Risks Investors Can’t Ignore
What does 2026 really look like for investors?
In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.
Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios.
In this episode we cover:
Why markets feel calmer but may actually be more fragile in 2026
The rotation away from the US and why China and Europe are back in focus
The next phase…
The skinny
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