• Sagard expects inflation to remain sticky, warning markets are prematurely pricing in easing price pressures and an end to monetary tightening.
• Oil prices reflect hopes for an unsigned peace deal; replenishing emergency reserves would add demand.
• Higher diesel and fertilizer costs, alongside a strengthening El Niño, could keep food prices under pressure into 2027.
• Inflation-linked infrastructure, real estate with resetting rents and scarce physical assets could benefit whether central banks raise rates further or tolerate higher inflation.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sagard SAS published the original content used to generate this news brief on November 09, 2026, and is solely responsible for the information contained therein.