Gold, AI and global surprises: lessons from a confounding year

16 January 2026

In this first Q&A article from FundCalibre of 2026, Darius McDermott and Juliet Schooling Latter reflect on a year that challenged many investor assumptions. Despite geopolitical conflict, trade tensions and inflation concerns, markets delivered resilient and often surprising returns. They discuss the broadening of performance beyond the US, the role of valuations and renewed...