Headliner

New 2 World Trade Center set to rise as 1,226-ft supertall skyscraper
by Adam Williams
Today’s newsletter sponsor
Nominations. Trade Wars. Shutdowns. Why Investors Are Demanding This Risk Premium in 2026.
Markets are no longer reacting primarily to earnings and rates.
Global investor surveys report geopolitical conflict and policy swings now rank above recessions as the biggest threats to portfolios.
That means higher risk premiums across equities, bonds, and FX. In plain English: you may be taking more risk for less upside.
So what have sophisticated investors done differently for decades?
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See how to add political-risk insulation to your portfolio at Masterworks:
*Investing involves risk. Past performance not indicative of future returns. See important disclosures at masterworks.com/cd.
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