Supertrends to boost portfolios over the next five years
These structural shifts are already rapidly unfolding and will continue to play out
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THE first five weeks of 2026 raced by like a movie set to fast-forward. It is timely to recap the key drivers for recent volatility in search of guideposts for the year ahead.
Investors have been caught in cross-currents of geopolitical uncertainties sparked by the US’ dramatic capture of former Venezuelan president Nicolas Maduro, followed by renewed interest in Greenland, propelling a rush into gold and precious metals.
The risk-off sentiment was exacerbated by US President Donald Trump’s appointment of Kevin Warsh to replace outgoing Federal Reserve chair Jerome Powell. Warsh’s reputation as a hawk on monetary policy has caused markets to recalibrate interest rate expectations.
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