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Longtime fund manager lays out surprising S&P 500 target for 2026

Longtime fund manager lays out surprising S&P 500 target for 2026 Todd Campbell Mon, January 5, 2026 at 1:21 AM GMT+5:30 6 min read Louis Navellier has seen a thing or two since he began navigating the stock market in the 1980s. Navellier, the founder of Navellier & Associates, a firm with about $1 billion in assets under management, has managed money through the savings and loan crisis of the 1980s and early 1990s, the internet boom and bust, the Great Recession, the Covid pandemic, and 2022's bear market. Over the years, he learned valuable lessons about what causes stocks to rise or fall — a knowledge that correctly kept him bullish in 2025 while others worried over tariffs, geopolitics, and a boxed-in Fed.

Longtime fund manager lays out surprising S&P 500 target for 2026

Credit: Yahoo

Key Highlights

  • Effective tariff rates soared to 16.8% from 2.4% in January, the highest since 1935, according to Yale Budget Lab, contributing to a rebound of inflation.
  • Meanwhile, tensions flared in the Middle East even as the War in Ukraine dragged on.
  • The Fed's dual mandate kept it on the sidelines through the summer, before Chairman Powell finally cut rates at three consecutive FOMC meetings in September, October, and December, because of job losses.
  • In short, there's been plenty to worry about.
  • Still, Navellier remained unfazed by it all, believing tariffs and inflation headwinds would prove temporary, clearing the way for profit-friendly rate cuts, higher GDP, and share price gains.
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Sources

  1. Longtime fund manager lays out surprising S&P 500 target for 2026

This quick summary is automatically generated using AI based on reports from multiple news sources. The content has not been reviewed or verified by humans. For complete details, accuracy, and context, please refer to the original published articles.

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