Skybound Capital’s Q1 2026 webinar delivers a detailed assessment of the global investment landscape against a backdrop of geopolitical uncertainty and rapid structural change. The discussion highlights resilient consumer fundamentals, easing interest rate conditions, and improving earnings growth as key supports for a constructive outlook.
The speakers examine the continued dominance of technology, particularly artificial intelligence, noting that adoption and capital investment remain in early but accelerating phases. Europe’s improving fiscal stance, alongside shifting global trade dynamics, is positioned as a meaningful tailwind.
The session also addresses rising energy demand, inflation risks, and evolving geopolitical pressures, while offering perspective on gold, digital assets, and the role of alternative investments within diversified portfolios.
