Market watchers are signaling that 2026 might look different. After the AI valuation reset that shook things up in late 2025, the fundamentals are holding up fine—suggesting we're not looking at a sector collapse but rather a correction finding its footing.

Meanwhile, gold's reasserting itself as the real deal when it comes to monetary assets. Dips in gold prices are being viewed as buying opportunities rather than warning signs.

On the private credit and BDC front, the repricing we've seen actually makes sense now. The yields finally justify the risk you're taking on. Translation: debt instruments are looking a lot more attractive than they did when everything was chasing growth at any cost. Risk is back, but this time there's actual clarity behind the numbers.