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Investors are focused on how AI can improve underwriting efficiency. While there are some benefits, the greater impact lands on traditional insurance buyers and sellers.

AI is paving the way for innovation in the biotech field. The greatest changes are predicted to be in hospital administration automation and accelerated drug discovery.

Commodity chemicals are facing an oversupply challenge. However, we see opportunities where margin headwinds could prove temporary.

AI will continue to play a huge role in 2026. Its greatest impact will likely be on eCommerce and travel, which means incumbents must match capabilities to maintain traffic.

Growth is a key theme in 2026 for the machinery sector. There are green shoots in core machinery markets, data center build-outs and power generation.

In 2026, critical metals will remain sought after. Decarbonization is fueling an intensity for copper and the need to build AI data centers requires metal-intensive technology.

2026 will be another great year for beverage cans. With the FIFA World Cup 2026™ on the way, there will be an increase in beverage consumption and preference for cans over bottles.

The media landscape is rapidly consolidating due partly to the decline in linear TV. While conglomerates rise, the way media is consumed will be changed forever.

In 2026, managed care earnings will only represent 50% of the group’s actual earning power. Returning to long-term earnings power is a when, not an if, for health care segments.

In 2026, Small Modular Reactor projects will reach an inflection point. Investor focus is shifting toward timelines and cost discipline to determine which SMRs advance.

We expect the landscape for utility stocks to shift somewhat in 2026, especially with a populace focused on utility costs and both midterm and gubernatorial elections.

Supported by government subsidies and tariffs, U.S. manufacturing capex growth should continue in 2026. Megaprojects like AI data centers may also positively affect the industry.

Competition is constant in the wireless industry. But the ability to bundle broadband and expand assets could determine which company comes out on top.