Investment Weekly
Chart of the week – Broadening out in 2026
With Q4 2025 earnings season reaching fever pitch in the US, we explore some of the biggest themes, including bumper profits and a big pick-up in the Materials sector, tech and AI divergence and the risk of disappointment, and the broadening out of performance to global markets
Market Spotlight
- It will all come out in the Warsh
Lens on…
- Out in front
- Return to India
- Unreliable diversifiers?