Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026

Let's bring in former UK Treasury Secretary Jim O'Neal. He is chair at Northern Gridstone. Uh Jim, it's great to have you on.Uh also a great time to kind of assess uh what we saw this year, which was plenty. Uh if you go back, you know, eight or nine [clears throat] months and it was all the talk was, you know, with the tariff panic, it was going to be end of US exceptionalism, um flows away from dollar assets. Maybe that didn't continue, but you did see outperformance by non US equity indexes and also just ...