Gareth Soloway: “If You’re Investing in 2026, Watch These Assets First”
Gareth Soloway: “If You’re Investing in 2026, Watch These Assets First”
In this interview, market strategist Gareth Soloway explains why a major capital rotation may already be starting in global markets. While many investors remain focused on technology stocks and AI hype, Soloway believes the next big opportunities may be forming in completely different sectors. He discusses why rising global bond yields, massive government debt, and shifting investor sentiment could reshape markets over the next cycle. According to Soloway, institutional investors and hedge funds are beginning to look for undervalued assets that could outperform if economic conditions change. In this Economy Express breakdown, we summarize the key ideas from the interview, including: • Why the bond market may become the biggest risk for global markets • The growing concerns around government debt and interest rates • Why capital may rotate away from expensive tech stocks • The potential opportunity forming in oil and energy markets • The outlook for gold, silver, and other real assets • Why investor psychology may be one of the biggest risks in the next cycle If these trends continue, the assets that dominated the last market cycle may not be the winners of the next one.
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