Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders

Equity Mates Investing Podcast · Nov 20, 2025 · 44m

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.

We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.

Also in this episode:

Is the AI boom a bubble?

Gold’s wild run

Emerging market trends to watch

Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.

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