ETHENEA (ETHENEA Americas LLC) Analyst View: Asset Allocation Resilience in the 2026 Global Macro Cycle

Analysts from ETHENEA emphasize the shift from traditional single-asset strategies to actively managed multi-asset approaches due to unprecedented macroeconomic challenges. They highlight that AI-related infrastructure investment is contributing to sustained demand and elevated U.S. core CPI, prolonging the path to the Fed's 2% inflation target in the 2026 macro landscape.