2026 Macro Outlook: Wealth, Risk & Opportunity in a New Global Cycle

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2026 Macro Outlook: Why This Conversation Matters

As we move into 2026, investors are facing a world defined by geopolitical noise, rapid technological change, shifting interest-rate cycles, and emotional market reactions. In this session, Garth Wellman and Anthony Dinham delivered a rare, family-office-level conversation focused not on headlines or predictions, but on how serious investors should think and position capital through the next cycle Garth and Anthony.

The discussion unpacked the difference between noise and signal. Despite constant political drama and global uncertainty, the speakers showed how markets have continued to deliver strong long-term returns — and why reacting emotionally to news is one of the most expensive mistakes investors make. A key theme throughout was that markets reward discipline, planning, and patience, not panic or market timing.

They explored where risk is currently mispriced, why fear is often higher than fundamentals justify, and how capital continues to flow into opportunities even during volatile periods. Particular attention was given to interest rates and inflation, with clear explanations of what easing monetary conditions mean for equities, debt, and investor behaviour over the next 12–24 months.

One of the most valuable parts of the session was the deep dive into family-office portfolio construction — especially the growing importance of alternatives, defensive assets, and behavioural control. The speakers emphasised that wealth is lost far more often through poor decisions and emotional reactions than through bad markets.

Above all, the session reinforced one core truth: the next cycle will reward investors who are properly structured, globally positioned, and genuinely diversified — and punish those who chase performance or react to fear.

If you want clarity, context, and a calmer way to approach investing in 2026 and beyond, this recording is well worth your time.

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