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Research

Financial Outlook 2026 – Between Multiple Bubbles, Systemic Risks and Alternative Strategies

By January 8, 2026No Comments

The year 2026 opens with a financial landscape marked by an accumulation of imbalances rarely seen in two decades. This simultaneous accumulation of sector bubbles, balance sheet fragilities and divergent macro signals make strategic management more complex than ever.

Thierry Crovetto

Thierry Crovetto is an independent consultant specializing in fund analysis, selection, and portfolio construction for professional clients (Family Offices, asset management firms, pension funds etc.). With 30 years of experience in finance, particularly in multi-management, he has developed proprietary tools and processes for fund analysis and selection and risk management. He teaches Finance at the International University of Monaco (IUM – Groupe INSEEC / Omnes Education) across Bachelor, Master of Finance, MBA programs, and professional certifications (AMAF, STEP).