Markets Weekly podcast (17 November 2025): Outlook 2026: The Interpretation Game

As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks, the key question now is how investors should position as we move toward 2026. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, join host Julien Lafargue to explore the forces behind recent market performance, the vulnerabilities emerging beneath the surface, and where we believe the most compelling opportunities and risks lie across regions, sectors and investment styles.