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Charting the Course for 2026: Rates, Returns, and Portfolio Reality

19/12/25 - 10:22 am

Markets are entering 2026 with more cross-currents than clarity. Inflation has cooled but hasn’t disappeared. Rate cuts are being debated, not declared. Equity leadership is narrowing. And asset allocation is no longer a background decision—it’s playing an increasingly visible role in shaping portfolio outcomes in today’s uncertain market.

Join Global X for a market outlook webinar focused on how changing macro dynamics could reshape fixed income, equities, and asset allocation in 2026.

What you’ll take away

Fixed Income: The New Return Environment

  • Understand what “higher for longer” really means as inflation cools but uncertainty lingers
  • Identify where income, duration, and credit risk may offer the most compelling opportunities
  • Reassess the role of bonds as both income drivers and portfolio stabilizers in 2026

Equities: Leadership, Valuations, and Selectivity

  • Navigate concentration risk, mega-cap dominance, and the case for broader diversification
  • Spot where earnings growth may expand — and where market expectations could disappoint
  • Position equity allocations for shifting sector, regional, and thematic trends

Asset Allocation: A Framework for 2026

  • Reframe diversification and risk management for today’s slower-growth, higher-rate reality
  • Construct portfolios built for resilience—not just reaction—in uncertain markets
  • Apply a clear, practical framework for asset allocation decisions in the year ahead

Register now to enter 2026 with sharper perspective and stronger portfolio thinking.

Date:
Thursday, January 15, 2026
Time:  2:00 PM – 3:00 PM EST

About the Speakers

Chris McHaney, CFA®
EVP, Head of Investment Management and Strategy, Global X Canada

Chris is an experienced investment professional with a deep understanding of the ETF industry and ecosystem in Canada, with more than twenty years of experience covering portfolio management, investment strategy and policy, product development, and sales. Prior to joining Global X, he served as BMO Global Asset Management’s Director, Portfolio Manager, where he oversaw the management of both passive and active strategies, derivative overlays, foreign exchange exposures and cross-asset portfolios. Chris holds an Honors Business Administration degree from York University’s Schulich School of Business and is a CFA® Charterholder.

Raghav Mehta, CFA®
VP, ETF Strategist, Global X Canada

Raghav Mehta is responsible for conducting research on behalf of Global X Canada to gain market insights and drive idea generation across equities, fixed income and alternative ETFs. He is directly involved in growing Global X’s ETF distribution efforts, national accounts, investment research and market presence while communicating ETF product capabilities, competitor intelligence and market trends to clients, prospects and industry experts across Canada. Mr. Mehta is focused on helping advisors and institutional clients understand how they can incorporate ETFs into their investment portfolios.

Raghav started his career trading bonds as a fixed income trader and worked at Scotia Capital and RBC Capital Markets. He previously worked at Fidelity Investments as an ETF Strategist.

Mr. Mehta holds a business degree from the University of Toronto and is a CFA® (Chartered Financial Analyst) Charterholder.

Candice Bangsund, CFA®
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions, Fiera Capital

Candice Bangsund, CFA is Vice President and Portfolio Manager of Global Asset Allocation and Private Markets Solutions at Fiera Capital. She is a member of the Global Asset Allocation Committee, focusing on central banks and fundamental macro analysis, and actively participates in the development and communication of the firm’s asset allocation strategy. Ms. Bangsund also serves as the global spokesperson for Fiera Capital relating to all economic and investment matters and is Lead Portfolio Manager on the Fiera Diversified Lending, Diversified Real Estate, and Diversified Real Asset Strategies. Her career in the investment industry spans over 15 years, including several years as an investment research analyst for Franklin Templeton Investments. While working at Franklin Templeton, Ms. Bangsund gained extensive experience in conducting global macroeconomic analysis focusing on asset classes, regions, sectors, commodities, and currencies. She also conducted multi-manager fund research and analysis with a focus on Canadian and Global Equity asset classes. Ms. Bangsund joined Fiera Capital in 2012 upon its acquisition of Calgary-based Canadian Wealth Management Group Inc, where she managed North American equity portfolios as well as the asset allocation decisions for private wealth clients. She joined the Fiera Capital Global Asset Allocation team in 2014. Ms. Bangsund obtained her Chartered Financial Analyst (CFA) designation in 2009 and holds a degree in Finance from the University of Regina.

DISCLAIMER

This session is intended for informational and educational purposes only and will focus on market observations and portfolio considerations rather than specific investment recommendations.

This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase investment products (the “Global X Funds”) managed by Global X Investments Canada Inc. and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.

All comments, opinions and views expressed are generally based on information available as of the date of publication and should not be considered as advice to purchase or to sell mentioned securities. Before making any investment decision, please consult your investment advisor or advisors.

Commissions, management fees, and expenses all may be associated with an investment in products (the "Global X Funds") managed by Global X Investments Canada Inc. The Global X Funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain Global X Funds may have exposure to leveraged investment techniques that magnify gains and losses which may result in greater volatility in value and could be subject to aggressive investment risk and price volatility risk. Such risks are described in the prospectus. The Global X Money Market Funds are not covered by the Canada Deposit Insurance Corporation, the Federal Deposit Insurance Corporation, or any other government deposit insurer. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the Funds will be returned to you. Past performance may not be repeated. The prospectus contains important detailed information about the Global X Funds. Please read the relevant prospectus before investing.

Global X Investments Canada Inc. ("Global X") is a wholly-owned subsidiary of Mirae Asset Global Investments Co., Ltd. ("Mirae Asset"), the Korea-based asset management entity of Mirae Asset Financial Group. Global X is a corporation existing under the laws of Canada and is the manager, investment manager and trustee of the Global X Funds.

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