Gold $5,000, Silver $100, Trump 2.0 & 6 Investment Themes for 2026
The Market Call returns to analyse market volatility, geopolitical tensions, and the impact of the Trump administration on the global economy and markets. Jeremy and Gareth explore U.S. GDP hitting 4.4%, and a historic precious metals boom with gold nearing $5,000 and silver approaching $100 an ounce. Discover key insights on the U.S. real economy, bond yields, and six critical investment themes for the year ahead, including the Space Economy, Robotics, and the "Great Rotation" of capital.
Key Topics & Highlights:
- Geopolitics & Trump 2.0: Analysis of the Trump administration's aggressive stances toward NATO and Europe, and its impact on global relations.
- Market Volatility: How the "Davos circus" and recent fears have driven investors into a risk-off mode, with strategies for navigating the uncertainty.
- The Commodities Boom: Discussion on the dramatic ascent of precious metals, driven by a weakening dollar and rising geopolitical insurance premiums.
- The Inflation vs. Growth Debate: An exploration of a hot U.S. economy (near 5% growth) versus moderating Western consumer price inflation, and its bond market implications.
- Six Themes for ’26: A breakdown of top investment themes for the year:
- Robotics and Autonomous Driving.
- The Space Economy.
- The Rise of the Chinese Consumer.
- Healthcare Catch-up.
- Energy will join the Commodities Party.
- The Ongoing "Great Rotation" (Capital moving from Dollar assets/Treasuries to gold and other geographies).
Never any kind of advice, for information purposes only.
Brought to you by Progressive Equity.
Don't forget to subscribe and leave a review to help us reach more investors navigating the 2026 markets!
This communication is provided for information purposes only, and is not a solicitation or inducement to buy, sell, subscribe, or underwrite securities or units. Investors should seek advice from an Independent Financial Adviser or regulated stockbroker before making any investment decisions. Progressive Equity Research Ltd (“PERL”) does not make investment recommendations.
Opinions contained in this communication represent those of PERL and/or our affiliates at the time of publication and PERL does not undertake to provide updates to any opinions or views expressed. PERL does not hold any positions in the securities mentioned in this communication, however, PERL’s directors, officers, employees, contractors and affiliates may hold a position, and/or may perform services or solicit business from, any of the companies or related securities mentioned.
Any prices quoted in our research are as at the previous day’s close.