Weekly Strategy Perspectives - Level-setting the ABCs of 2026
Week Ending 01-07-2026. In 2025, a mix of recurring themes and disruptive shifts left investors navigating complexity, making it essential to distill the landscape into simple, foundational insights.
“Change is the law of life. And those who look only
to the past or present are sure to miss the future.”
– John F. Kennedy
The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may feel overwhelmed trying to make sense of the moving parts and the changes they bring. Breaking it down to the basic ABCs can help.