EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

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