Our next guest does believe that there is in fact some good signs for 26. Joining us here at Post 9 today is GMO's co-head of asset allocation, Ben Ink. Ben, welcome.It's good to have you. >> Thanks very much for having me. >> What What do you think at least the first half looks like >> of 2026.Uh, you know, we're nervous because the US market is very expensive and very reliant on the AI trade. Uh, I'm actually more worried about what happens after the the giant IPOs that people are talking about come to ma ...

市场表现 - 截至统计时点，Vanguard S&P 500 ETF (VOO) 年内回报率为17.67% [1] - SPDR S&P 500 ETF (SPY) 年内回报率为17.56%，表现紧随其后 [1] - 这两只追踪标普500指数的ETF强劲表现，彰显了美国市场的整体强势 [1]

欧洲股市表现 - 第一季度对欧洲股市的热情已经消退 [1] - 当前欧洲股市表现被视为异常现象 [1] 美国市场优势 - 美国市场重新占据上风 [1] 欧洲公司收益来源 - 欧洲公司四分之一的收益来自美国 [1] - 关税上调可能在未来几个季度对欧洲公司收益造成损害 [1]