Lyn Alden expects the strong US technology and AI rally to slow in 2026, with rising competition and high capital expenditure concerns pushing investors to look at underperforming markets. She sees India as a potential beneficiary of capital rotation next year and into 2026. Alden also highlighted global volatility driven by uncertain Federal Reserve policy and a more hawkish Bank of Japan, adding that these liquidity pressures are impacting cryptocurrencies and other risk assets.
