Investing Experts Make Bold Predictions for Remainder of 2026

A group of bold predictions for the remainder of 2026 have been made by investing experts. These forecasts cover a range of topics, including Canadian software, precious metals, mergers and acquisitions, U.S. capital allocation, energy, and Canadian banks.

The first prediction is that Constellation Software will close above C$4,000 per share by year-end. This would require a sharp recovery from its summer levels, but the company has already rebounded substantially from its lows. The thesis rests on a widening gap between the market narrative and the operating evidence, with investors remaining concerned about AI's impact on vertical-market software.

The second prediction is that gold will recover all of its decline and set a fresh record before year-end. Several potential catalysts support this call, including global gold ETF outflows stabilizing as the price recovered and central banks continuing to buy gold.