What to invest in 2026

In a geopolitical landscape marked by high inflation, a depreciating U.S. dollar, and increased economic and military tensions, investments should prioritize tangible assets, defense-related stocks, and assets that offer geographical diversification. The following sectors tend to be resilient during periods of global instability and currency devaluation:

1. Precious Metals (Gold and Silver): These are traditional safe-haven assets, highly effective for hedging against both inflation and currency devaluation. Their value is independent of specific government policies and tends to rise during geopolitical crises. 

2. Defense & Aerospace Stocks: Heightened global tensions lead to increased military budgets and demand for advanced defense technology. Companies in this sector have strong backlogs and government contracts, providing stable revenue streams regardless of broader economic downturns.

3. Energy & Commodity Producers: Disruptions to global supply chains and potential conflicts in resource-rich regions can cause commodity prices to spike - focus on producers of oil, natural gas, and agricultural products.

4. Defensive Domestic Equities: Companies providing essential goods and services are less affected by trade wars or consumer spending shifts -Sectors include Consumer Staples (e.g., Procter & Gamble, Coca-Cola), Utilities, and Healthcare.

5. Safe-Haven Currencies and International Assets: Diversifying your currency holdings, consider holding a portion of assets in foreign currencies or investing in international equities/ETFs