2026: The Year of the US Dollar
ABP Invest
Thu 15 Jan 2026 - 16:00 CET / 15:00 GMT / 10:00 ET
Summary
Thanos discussed ABP Invest’s quarterly outlook, explaining why 2026 could be a defining year for the US dollar while walking through the firm’s disciplined, top-down investment process, key geopolitical risks including US policy shifts and Greenland, relative US and European growth dynamics, inflation and Federal Reserve credibility, and how these views translate into clear strategic and tactical positioning across global equities, fixed income, currencies and commodities.
Topics
● Why ABP’s process generated 11/11 positive months of performance YTD, and why it is relevant for 2026?
● The debate around TPA v SAA+TAA and the impact on process and portfolios given ensuing environment
● Geopolitical risks have been a pro-risk constituent in the process last few years
does that continue?
● Why ABP called for the Fed to shift to a 3% inflation target in 2030, and what impact that could have
