The 2026 Market Setup: 5 Assets Making Headlines

As investors enter 2026, they do so after a year defined by strong equity performance, easing inflation, and a meaningful shift in central bank policy. Global markets reached new highs in 2025 as corporate earnings proved resilient and enthusiasm for artificial intelligence continued to lift valuations. Inflation in the US and Europe moved closer to target levels, strengthening confidence that interest-rate cuts may be more durable. Yet, volatility remained a constant theme, driven by geopolitical tensions, tariff disputes, and sharp swings in energy and commodity markets. With this mix of progress and uncertainty shaping the year ahead, investors are turning to assets that offer both long-term potential and a degree of resilience. Here are five worth considering for a buy-and-hold approach in 2026.

General Motors (GM)

  • Sector: Automotive
  • Overview: GM is entering 2026 with a focus on capital discipline and a balanced product mix, leveraging its strength in traditional internal combustion engine (ICE) vehicles while refining its electric vehicle strategy.
  • Reasons to Invest: The company is seeing rising US market share and improved results in China. By scaling back EV capacity to match adoption rates and focusing on high-margin software like OnStar and Super Cruise, GM aims to reduce losses and rebuild its profit margins.

INVEST IN General Motors

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Alphabet (GOOGL)

  • Sector: Technology, Digital Advertising, Cloud Computing
  • Overview: Alphabet maintains massive momentum through its diversified AI-focused businesses, recently achieving its first $100 billion revenue quarter with strong growth in both Google Services and Cloud.
  • Reasons to Invest: High adoption of the Gemini AI, a Cloud backlog exceeding $150 billion, and over 300 million paid subscribers provide a solid foundation for continued growth. The company remains highly profitable with strong cash flow despite regulatory challenges.

Invest in Google

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eToro AUS Capital Limited AFSL 491139. OTC Derivatives are speculative and leveraged. Not suitable for all investors. Not investment advice. Capital at risk. See PDS and TMD

Bitcoin (BTC)

  • Sector: Cryptocurrency / Digital Assets
  • Overview: Following a period of volatility and a sharp correction at the end of 2025, Bitcoin has stabilized as its underlying infrastructure matures and institutional adoption deepens.
  • Reasons to Invest: Increasing institutional conviction is evidenced by US spot ETFs holding over a million BTC and miners expanding into high-performance computing. It is increasingly viewed as a “long-term, energy-anchored asset” suitable for institutional portfolios.

INVEST IN Bitcoin

Not investment advice. Don’t invest unless you’re prepared to lose all the money you invest. 

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eToro AUS Capital Limited AFSL 491139. OTC Derivatives are speculative and leveraged. Not suitable for all investors. Not investment advice. Capital at risk. See PDS and TMD

SPDR S&P 500 ETF (SPY)

  • Sector: Diversified / Large-Cap Equity
  • Overview: This ETF tracks the S&P 500 Index, representing approximately 80% of the US large-cap market capitalization across technology, consumer discretionary, and communication services.
  • Reasons to Invest: The asset serves as a benchmark for market leadership with a proven track record of resilience. With a 10-year annualized return of 15.28%, it offers investors a balanced way to capture the performance potential of the 500 leading companies in the US.

Invest in S&P 500 ETF

Not investment advice. Past performance is not an indicator of future results. 46% of retail CFD accounts lose money.

46% of retail CFD accounts lose money. Not investment advice. Past performance is not an indicator of future results.

eToro AUS Capital Limited AFSL 491139. OTC Derivatives are speculative and leveraged. Not suitable for all investors. Not investment advice. Capital at risk. See PDS and TMD

Moet Hennessy Louis Vuitton (LVMH)

  • Sector: Luxury Goods / Consumer Discretionary
  • Overview: LVMH is a global luxury leader that has shown resilience through economic uncertainty, driven by a portfolio of iconic brands like Louis Vuitton, Dior, and Sephora.
  • Reasons to Invest: The company continues to see organic growth in key segments, particularly in Selective Retailing (Sephora) and Watches & Jewelry (Tiffany & Co.). Its strategy focused on “brand desirability” and creative innovation allows it to maintain leadership even in fluctuating markets.

INVEST IN Louis Vuitton

eToro AUS Capital Limited AFSL 491139. OTC Derivatives are speculative and leveraged. Not suitable for all investors. Not investment advice. Capital at risk. See PDS and TMD