eToro's Quarter 2 Investment Outlook: The Volatility Pivot
March 30, 2026
Join eToro’s latest Investment Outlook as our analysts break down the key themes shaping markets in the months ahead. From the path for interest rates and inflation, to opportunities beyond mega-cap tech, crypto, commodities and global equities, we explore where investors may want to focus in a more selective market environment.
Join eToro’s latest Investment Outlook as our analysts break down the key themes shaping markets in the months ahead. From the path for interest rates and inflation, to opportunities beyond mega-cap tech, crypto, commodities and global equities, we explore where investors may want to focus in a more selective market environment.
In this session, the team looks at why moderate global growth, lower inflation and lower rates could continue to support risk assets, while also highlighting the importance of diversification, sector rotation and selective hedging. We also discuss the next phase of the AI story, the growing investment case for energy and infrastructure, the outlook for the US dollar, and where investors may find opportunities across equities, crypto, commodities and treasuries.
Chapters 👇
🔹 Introductions 01:00
🔹 2026 So Far 02:02
🔹 2026 Drivers 05:41
🔹 Poll Results 09:15
🔹 US Market Outlook 10:43
🔹 Europe Outlook 13:21
🔹 China Outlook 16:15
🔹 Korea and Taiwan Outlook 20:50
🔹 Emerging Markets Outlook 23:55
🔹 Crypto Outlook 27:10
🔹 Bitcoin Technical Analysis 34:00
🔹 2026 eToro Investment Outlook 37:05
🔹 Q&A 42:03
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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
In this session, the team looks at why moderate global growth, lower inflation and lower rates could continue to support risk assets, while also highlighting the importance of diversification, sector rotation and selective hedging. We also discuss the next phase of the AI story, the growing investment case for energy and infrastructure, the outlook for the US dollar, and where investors may find opportunities across equities, crypto, commodities and treasuries.
Chapters 👇
🔹 Introductions 01:00
🔹 2026 So Far 02:02
🔹 2026 Drivers 05:41
🔹 Poll Results 09:15
🔹 US Market Outlook 10:43
🔹 Europe Outlook 13:21
🔹 China Outlook 16:15
🔹 Korea and Taiwan Outlook 20:50
🔹 Emerging Markets Outlook 23:55
🔹 Crypto Outlook 27:10
🔹 Bitcoin Technical Analysis 34:00
🔹 2026 eToro Investment Outlook 37:05
🔹 Q&A 42:03
Make sure you subscribe and follow eToro on social media: 👇
YouTube: https://www.youtube.com/@etoro?sub_confirmation=1
eToro's platform: https://www.etoro.com/
Facebook: https://www.facebook.com/etoro/
X: https://x.com/eToro
Instagram: https://www.instagram.com/etoro_official
LinkedIn: https://www.linkedin.com/company/etoro/
TikTok: https://www.tiktok.com/@etoro_official
This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
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