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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

Rob Lovelace on the year ahead | 16 February 2026 | Capital Group

The market enters 2026 having navigated a "wall of worry" including trade wars, geopolitical conflicts, and AI bubble fears. Despite these pressures, the fundamental outlook remains supported by corporate earnings. - **Market Context:** The market follows three consecutive years of double-digit returns. Lovelace approaches 2026 with a "blank piece of paper" but notes that earnings growth shows no signs of slowing…

Feb 22, 2026·Capital Group
Rob Lovelace on the year ahead | 16 February 2026 | Capital Group
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Rob Lovelace on the year ahead | 16 February 2026 | Capital Group

The market enters 2026 having navigated a "wall of worry" including trade wars, geopolitical conflicts, and AI bubble fears. Despite these pressures, the fundamental outlook remains supported by corporate earnings.

  • Market Context: The market follows three consecutive years of double-digit returns. Lovelace approaches 2026 with a "blank piece of paper" but notes that earnings growth shows no signs of slowing…
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UJ
Feb 22, 2026