A Wild January: Why Precision is Critical in 2026

Do you also get the feeling that market dynamics are undergoing a massive shift right now?

We have kicked off 2026 at full throttle. While many are still celebrating the success of the past three years, something new is brewing beneath the surface. We are admittedly still in a bull market, but the air is getting thinner and, above all, the market is becoming more selective. January was a perfect example of why you can no longer simply rely on the broad market for passive gains.

What caught our eye this month:

• The Great Rotation: While the tech giants that have spoiled us for years suddenly stumbled in January, the energy sector made a brilliant comeback. Over 12% growth in just one month – who would have had that on their radar?

  
  

• Gold Rush with Hurdles: Gold’s strength at the beginning of the year was almost dizzying, only for a sharp sell-off toward the end of the month to bring us back down to earth. Is this the end of the rally or just a breather?

  
  

• Resilience Meets Election Year: Despite all the pessimistic forecasts, the US economy is proving to be remarkably resilient. Between productivity gains from new technologies and the approaching election cycle, there are powerful forces supporting the market. But how much volatility can we afford before the sentiment shifts?

  
  

In our latest Financial Market Monthly, we dive deep into these questions. We dont just analyze what happened; we highlight where the real opportunities are hidden in the current environment and which risks are better bypassed right now.

The direction for 2026 is set, are you ready to keep pace?

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