2026 Ep2: Navigating the Complex US Equity Market in 2026
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2026 Ep2: Navigating the Complex US Equity Market in 2026
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(Recorded 27 Jan 2026) Join Mark Insley and Samuel Hallett for Episode 2 of Capital and Context as they discuss the US equity market, the world's largest, and the investment strategy for 2026.
What We Cover:
Market Snapshot: The US market is complex, impacted by tariffs, politics, and the dominance of the "Magnificent 7"
Valuation Check: Is the S&P 500 expensive? They argue that while it looks costly on short-term earnings, it looks "okay" when factoring in long-term growth and AI spending.
Small-Cap Strategy: Why the team uses passive funds for US large-cap but active management for small-cap (T. Rowe Price US Smaller Companies), seeking quality companies that generate positive earnings.
2026 Outlook: The year looks "a good a decent year" due to tax changes (leading to consumer refunds) and massive capital spend on AI.
Recession Watch: The "canary in the coal mine" for a potential recession is the private credit market.
Currency Hedging: A discussion on why the portfolio is 20% dollar-hedged, a different approach from most peers.
Tune in for an insightful look at portfolio construction and asset allocation in the crucial US market.
