Where are global equities headed in 2026? скачать в хорошем качестве

Where are global equities headed in 2026?

Global markets shifted in 2025 in ways few predicted. For Australian investors, the question is where the opportunities sit heading into 2026. In this webinar, Nicole Aubrey, Head of Distribution at Associate Global Partners, speaks with Ryan Quinn, Client Portfolio Manager at WCM Investment Management, about the WCM Quality Global Growth Equity Strategy and what lies ahead for global equities in 2026. Ryan covers what drove markets in 2025, why international equities have rebounded against the US, new portfolio additions in healthcare, the role of AI in WCM's investment process, and the themes the team is watching for the year ahead. 0:00 Introduction 1:28 What makes WCM different 5:37 What drove global markets in 2025? 8:14 Why international markets have rebounded against the US 9:51 Major portfolio changes in 2025 11:32 New holdings: Cardinal Health, Medline and Welltower 15:23 Investment discipline and trimming winners 16:22 Why AppLovin is more than just another mobile app developer 18:49 How WCM uses AI internally 21:21 Is AI a bubble? 24:18 Themes to watch for 2026 This webinar is for educational purposes only and is general in nature. It does not constitute personal advice and must not be acted or relied upon. This webinar is not an offer, recommendation or solicitation. WCM Investment Management is exempt from the requirement to hold an Australian Financial Services License under ASIC Corporations Instrument 2016/396 and is regulated by the U.S. Securities and Exchange Commission under U.S. law, which differs from Australian law. To invest in the WCM Quality Global Growth Strategy: Listed Investment Company — ASX: WQG Actively Managed ETF — ASX: WCMQ Unlisted Fund — visit associateglobal.com Contact us 1300 052 054 invest@associateglobal.com