Q1 2026 Market Outlook - Ally Wealth скачать в хорошем качестве

Q1 2026 Market Outlook - Ally Wealth

Welcome to Ally Wealth’s Q4 2025 Review and Q1 2026 Market Outlook. As we close out 2025 and move into the early weeks of 2026, global markets have once again shown remarkable resilience, despite elevated valuations, policy uncertainty, and ongoing geopolitical risk. In this update, the Ally Wealth Adviser team unpack what happened across markets in the final quarter of 2025, what’s driving conditions as we enter 2026, and how we’re positioning portfolios for the year ahead. In this video, we cover: → Global market performance in Q4 2025 and the key themes shaping returns → Why gold surged to new highs and what that signals for risk and diversification → The shift in market leadership away from US mega-cap tech → The outlook for the United States, including inflation, interest rates, AI-driven earnings, and late-cycle risks → Europe and the UK: improving conditions, fiscal constraints, and political risks → Asia’s outlook, including AI supply chains, China’s structural reforms, and selective opportunities across the region → Australia’s economic and equity landscape, including inflation, labour market trends, and valuation risks → A two-phase outlook for the Australian property market in 2026, including the impact of rate cuts, policy support, and affordability constraints If you’d like to review your portfolio positioning or ensure your strategy is aligned for 2026, whether you’re based in Australia or living overseas — now is a great time to reach out to the Ally Wealth team. Stay informed. Stay diversified. Make confident decisions in 2026. Follow us for our latest personal finance tips and insights on our social media channels below: Twitter:   / allywealthmgmt   Facebook:   / allywealthmgt   LinkedIn:   / ally.  . Instagram:   / allywealthmgt   Be sure to check out our website and subscribe to our regular updates at: https://allywealth.com.au Thank you for tuning in. General Information Only: The information on this video channel is of a general nature only. It does not take into account your individual financial situation, objectives or needs. You should consider your own financial position and requirements before making a decision. *Please note that the Advisers and Ally Wealth Management Pty Ltd, is not a tax agent or accountant and none of the content outlined here should be taken as personal advice. You should consult your tax agent and financial adviser to review your current personal finances and financial goals to consider whether strategies discussed are appropriate for you.