Jeff Thomson

Jeff Thomson

Portfolio Manager and Founder

Global Webcast: Outlook for Global Equities in 2026

< 1 minute read time

Elfreda Jonker was joined by Jeff Thomas to discuss the outlook for global equities in 2026. Jeff shared his views on the current macro environment for global markets and where we are in the global earnings cycle. He also highlighted what he sees as the key drivers of that cycle as we head into the new year.



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