Global Research and Market Insights
January 25, 2026
Must Read Research: The time to repair the roof is when the sun is shining.
"The time to repair the roof is when the sun is shining." Fund managers' expectations for equities and the economy are far from icy, so it may be time to warm up to some hedges. Defense offers visibility and growth, but it's a year of big change, and the blizzard of AI capex is underway, but moderating.
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