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A collection of the world’s most prominent leaders convened at the 2026 World Economic Forum in Davos last week. As is somewhat common these days, the assembly resulted in a few dramatic developments.
Global equity markets finished the first full week of 2026 on the front foot, posting strong gains. Performance was driven by aerospace and defence stocks amid expectations for greater US defence spending.
As 2025 ends, it’s clear that patience and discipline paid off. Despite unsettling headlines and economic concerns, markets showed unexpected resilience.