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Private equity and gold emerging as 2026 winners

With fiscal pressures intensifying, the risk of relying solely on traditional stock–bond correlations for diversification has never been higher, according to State Street Investment Management. The firm’s 2026 Global Market Outlook (GMO) notes that investors are increasingly turning to alternative asset classes designed to act as deliberate stabilisers, helping portfolios withstand volatility and a growing set of macroeconomic, policy and geopolitical risks. “In today’s more...

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