The 2026 public market playbook: Diversify beyond AI, bet on EM, hold gold
Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.
As investors navigate the late stages of the AI-driven tech rally, major institutions are urging a strategic pivot toward broader diversification for 2026. New outlooks from HSBC Private Bank, Lombard Odier, Vontobel, and State Street Investment Management highlight a common theme: look beyond U.S. Mega Tech to uncover value.
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