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Schwab Network: 2026 Big Picture Themes: Electricity, Financials & More

January 5, 2026

Scott Ladner

Summary

Chief Investment Officer Scott Ladner joined Schwab Network to discuss his 2026 market outlook, emphasizing that AI’s diffusion throughout the economy will drive broadening market gains, with infrastructure and financials as preferred sectors, while avoiding recession-defensive plays.

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

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