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Fine-tuning portfolio resilience as markets disconnect from underlying fundamentals

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1

Tariffs, Fed interference and immigration crackdowns could fuel US inflation

2

Stretched US valuations could be vulnerable to any fading AI optimism

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Investors should employ effective diversification strategies to build resilience

Multi-Asset Solutions: Outlook 2026

December 2025 | Julian Howard

A key concern for clients today is the risk around inflation.

This could come from three potential places. The first is tariffs, whose effects are still not fully manifesting themselves in the economy, although price rises in clothing, furniture and autos are starting to make themselves felt. The second source is the Trump administration’s pressure on the Fed for interest rate cuts, presumably partly to help fund the deficit as well as stoke economic activity. This is especially alarming since any such cuts would serve only to fuel above-target inflation further. The third source is the administration’s “Zero Migration America” policy. As migrants stop entering the country, or are deported, firms will face recruitment difficulties which will push up costs.

Turning to markets themselves, as global equities (driven by the US) have continued their rally during 2025, we believe the disconnect with underlying fundamentals is rapidly turning into a yawning chasm. Valuations in the S&P 500 Index are now markedly elevated with the price / forward earnings ratio now at over 25x. Of course, valuation alone is not a prognosticator of near-term market directionality, but it’s another symptom of a market now melting upwards almost without impediment. Boldly predicting the timing of a future correction or even just the next bout of volatility is a sure way to become hostage to fortune, but an educated assessment of where such an event may come from remains a useful thought exercise. More tariff announcements or indeed an inflation spike as described above could be the trigger for a potential market setback.

One emerging factor we have noted in 2025 as a shock absorber to market volatility has been the growing significance of a new generation of retail investors, many of whom access the market via gamified trading apps. While the emergence of these new investors has a secular feel to it, their vulnerability to both changing economic circumstances, and any faltering of the AI narrative that threatens market sentiment and wider corporate profitability, has yet to be tested.

We remain firm believers in the case for structural engagement in equities over time.

Looking ahead, while we are firm believers in the case for structural engagement in equities over time, we also recognise that diversification could matter a lot at some undefined point in the future. Hence, portfolio readiness deserves to be uppermost in the conversations between investors and their professional advisers in the coming months, especially while markets are still relatively calm.


Julian Howard is Chief Multi-Asset Investment Strategist at GAM Investments.

Julian Howard

Chief Multi-Asset Investment Strategist
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Important disclosures and information
The information contained herein is given for information purposes only and does not qualify as investment advice. Opinions and assessments contained herein may change and reflect the point of view of GAM in the current economic environment. No liability shall be accepted for the accuracy and completeness of the information contained herein. Past performance is no indicator of current or future trends. The mentioned financial instruments are provided for illustrative purposes only and shall not be considered as a direct offering, investment recommendation or investment advice or an invitation to invest in any GAM product or strategy. Reference to a security is not a recommendation to buy or sell that security. The securities listed were selected from the universe of securities covered by the portfolio managers to assist the reader in better understanding the themes presented. The securities included are not necessarily held by any portfolio nor represent any recommendations by the portfolio managers nor a guarantee that objectives will be realised.

This material contains forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of GAM or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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