Portfolio changes for a smooth 2026

In this latest 9 TO 5 Live episode, François Savary joins Mark Williams to share key insights and strategies for navigating the markets as we approach 2026.

🔎 Key takeaways:

• 2026 is expected to be a solid year for economic activity

• Earnings per share could grow by over 10%

• Time to diversify beyond AI stocks

• US dollar likely to weaken, while the euro gains strength

• Gold could climb toward $4,500–$5,000

• Credit remains a core element of balanced portfolios

• Emerging markets, especially India, show strong potential

• S&P 500 target set at 7,500 for 2026

💬 “Gold could reach 4,500 in 2026.” – François Savary