Newsfeed:  Investors continue to envisage further reductions in discount rates throughout 2026, with circulations across market speculators of atleast 100 bps. This may ease concurrent global unemployment and inflation rates, as well as the housing markets. The bonds and commodities markets continue to be an investor’s safe haven. Overall, alternative investments remain bullish, due to the increased abundance of undervalued opportunities. 

With more US, Asian and GCC enterprises preparing for their IPOs. Such underwriting activities are forecasted to be listed during first 2 quarters of 2026, validated by the decreased FRB rates. A bigger emphasis has been on Long Term Incentives within the broader Employee Pay Mix. LTIPs have now become a standardized norm within talent attraction and retention rewards strategies. We have been witnessing less shareholders resistance, on giving up their equity, and respectively to dilution, towards their employees’ share ownership. We continue to see wider dichotomies between reductions of remote work, and hybrid working models, with an increased emphasis on a pre-Covid 100% in-office return, but with a reduced work week, in-office presence. This is primarily due to growing boardroom pressures and negative sentiments, during periods of earnings shortfalls, to manage G&A line costs and enhance employee well being. 

With upward sloping yield curves, spreads contracting, and Alpha spreads increasing;  buy and hold, portfolio rebalancing strategies, government sponsored enterprise securities and treasuries continue to be a promising medium term winner. Most regulators are well underway in reducing their red tape around cryptocurrency, stablecoins and similar asset classes, especially with the entry of the large PE, commercial banks amongst other Qualified Institutional Buyers. Meanwhile, Majority of the financial services, oil & gas, technology infrastructure (datacenters), deep tech AI, utilities and entertainment sectors; continue to perform well. Staple agriculture commodities (particularly; wheat, grains and pulses) price outlook, foresee moderate volatility that can be conceived favorable to short sellers. Albeit, the ongoing geopolitical sagas that continues to impede normalized global supply chains.

Disclaimer: This is not investment advise nor is ought to be perceived as such in any form or manner. This newsfeed is a mere general overview from either nonconfidential project outcomes or generic discussions with our partners across various sectors