Supertrends to boost portfolios over the next five years
These structural shifts are already rapidly unfolding and will continue to play out
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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