Episode Summary
Markets are finding stability, but the risks driving them are quietly shifting. Beneath the calm, questions around valuations, concentration, geopolitics, and diversification are becoming harder to ignore.
Join host Jasmine Marichic and Ben Jang, Portfolio Manager | Investment Strategist at Nicola Wealth, as they unpack Q1 2026.
You’ll hear:
• What “normalization” really means in today’s market environment
• Why strong recent returns may lead to a more muted outlook ahead
• How concentration risk and the AI narrative are beginning to shift
• Why fixed income may not provide the same diversification as in the past
• Where opportunities are emerging beyond traditional public markets
• How global market leadership is evolving beyond the U.S.
Episode Featured on:
The Wealth Exchange
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Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. All investments contain risk and may gain or lose value. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances.
