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BNN Bloomberg: ‘Geopolitical events tend to have long-lasting impact on markets’

January 6, 2026

Zachary Hill, CFA®

Summary

Head of Portfolio Management Zach Hill discussed his optimistic outlook for 2026, expecting broader market participation beyond the Mag 7 stocks, with a preference for smaller-cap technology, banks, and international equities, while anticipating the Fed to remain on pause and cut rates.

Not investment advice; mentions of specific securities or sectors are illustrative in nature.

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