SYNTHOS RESEARCH

Synthos Research · Portfolio & strategy · all questions · the Conviction Board

How are the experts positioned for 2026?

The board in one line: long scarcity (hard assets 90), long the AI buildout's unpriced layers (infrastructure Gap +48), skeptical of duration (bonds 28) — with equities constructive but selective (66/100). Our model portfolios translate exactly this into holdings, fully public.

Synthos Score (parent prediction): 66/100 · graded in public

Synthos Research · synthosresearch.com · as of July 6, 2026 · distilled from 53,000+ dated, attributed expert claims, weighted by verified track record · updated weekly

Want the full picture? The complete call — the dialectic, what would change our mind, and the live change-log — is on the prediction page. Track it and we'll email you the moment it moves.

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