Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.Also in this episode:<ul><li>Is the AI boom a bubble?</li><li>Gold’s wild run</li><li>Emerging market trends to watch</li></ul>Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.———Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;And come and join the conversation in the Equity Mates&nbsp;<a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)We’re particularly excited to share our latest show: Basis Points·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Watch on&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Read the&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a>———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;———Equity Mates Investing is a product of Equity Mates Media.&nbsp;This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders

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