Markets will look different in 2026. Here’s how to prepare your portfolio

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Media Source: The Globe and Mail    |   December 15, 2025

In a recent Globe and Mail Retire Rich feature, Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management, shares her outlook on what’s shaping markets next year — from the growing influence of AI to the importance of diversification amid concentrated equity markets.

Theresa notes that while some valuations appear stretched, the AI story is still in its early stages, driven by real earnings growth and broad adoption across industries. Her guidance for investors, especially those nearing or in retirement: diversify more than you think you need to.

Subscribers can read more about how Markets will look different in 2026. Here’s how to prepare your portfolio – The Globe and Mail