BREAKINGVIEWS-Breakingviews envisions the far side of the boom: podcast

Reuters

Yesterday

The hosts are Reuters Breakingviews columnists. The opinions expressed are their own.

By Aimee Donnellan and Jonathan Guilford

DUBLIN/NEW YORK, Jan 8 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast

To kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications.

Follow Aimee Donnellan on LinkedIn.

Follow Jonathan Guilford on X and LinkedIn.

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The opinions expressed are their own.By Aimee Donnellan and Jonathan Guilford\nDUBLIN/NEW YORK, Jan 8 (Reuters Breakingviews) - Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.\nListen to the podcast\nTo kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications.Follow Aimee Donnellan on LinkedIn.Follow Jonathan Guilford on X and LinkedIn.FURTHER READING\nGain and pain will battle for leading role in 2026\n\nBreakingviews Predictions 2026 – Far Side of the Boom\n\nWhy investors will learn to love government bonds\n\nHow a Poland-Russia flashpoint would rouse Europe\n\nGet ready for the biggest M&amp;A deal ever\nVisit the <a href=\"https://laohu8.com/S/TMSOF\">Thomson Reuters</a> Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 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The opinions expressed are their own.By Aimee Donnellan and Jonathan Guilford\nDUBLIN/NEW YORK, Jan 8 (Reuters Breakingviews) - Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.\nListen to the podcast\nTo kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications.Follow Aimee Donnellan on LinkedIn.Follow Jonathan Guilford on X and LinkedIn.FURTHER READING\nGain and pain will battle for leading role in 2026\n\nBreakingviews Predictions 2026 – Far Side of the Boom\n\nWhy investors will learn to love government bonds\n\nHow a Poland-Russia flashpoint would rouse Europe\n\nGet ready for the biggest M&amp;A deal ever\nVisit the <a href=\"https://laohu8.com/S/TMSOF\">Thomson Reuters</a> Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 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Breakingviews Predictions 2026 – Far Side of the Boom","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109121.HKD":"BGF WORLD MINING \"A2\" (HKDHGD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","3NVD.UK":"LS 3X NVIDIA","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4602":"量子计算概念","BK4529":"IDC概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4528":"SaaS概念","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1244550577.SGD":"FTIF - 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The opinions expressed are their own.By Aimee Donnellan and Jonathan Guilford\nDUBLIN/NEW YORK, Jan 8 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.\nListen to the podcast\nTo kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications.Follow Aimee Donnellan on LinkedIn.Follow Jonathan Guilford on X and LinkedIn.FURTHER READING\nGain and pain will battle for leading role in 2026\n\nBreakingviews Predictions 2026 – Far Side of the Boom\n\nWhy investors will learn to love government bonds\n\nHow a Poland-Russia flashpoint would rouse Europe\n\nGet ready for the biggest M&A deal ever\nVisit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. (Editing by Sheryl Peña and Gregory Garner; Production by Aditya Srivastav)((katrina.hamlin@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}