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Andrew McAuley

AI and rate cuts will power global markets in 2026

A powerful combination of AI innovation, fiscal stimulus, and easing monetary policy will likely propel global markets next year.

Chief of investments at UBS Global Wealth Management Australia
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UBS has just released its Year Ahead 2026 report, and the theme “escape velocity” should guide investors.

The interplay of AI innovation, fiscal stimulus, and easing monetary policy should see global markets break free from traditional end-of-cycle dynamics.

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is chief of investments at UBS Global Wealth Management Australia.
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    Original URL: https://www.afr.com/wealth/investing/ai-and-rate-cuts-will-power-global-markets-in-2026-20251123-p5nhoi