As we transition from a resilient 2025, the outlook for 2026 is defined by “riding the tailwinds” of lower interest rates and the expanding AI revolution. While 2025 taught us the value of staying invested amidst uncertainty, 2026 is poised for accelerated corporate profit growth. Key strategies involve looking beyond big tech as the AI theme broadens to the wider economy, and reconsidering diversification into emerging markets where valuations remain compelling relative to the US. The focus shifts from merely surviving volatility to capitalizing on a synchronized global recovery.