The global economy enters 2026 with considerable momentum. A resilient US consumer, higher government spending and lower interest rates are supporting growth, while corporate profits are rising. These are powerful tailwinds for equity markets.

Yet this economic cycle is ageing and the risks of overheating are rising – whether through stock market exuberance around AI or a resurgence in inflation. Politics and geopolitics may also bring surprises.

Our diversified, active approach positions portfolios to benefit from opportunities we still see in global markets, while managing the inevitable crosswinds.

"A diversified, multi-asset portfolio should include risk-taking positions, but also a carefully considered mix of defensive and diversifying assets."

Caspar Rock

Chief Investment Officer

A message from our Chief Investment Officer

Five questions for 2026

Investment lessons from 2025

Volatility breeds opportunity

Staying active paid off: adding risk (credit) during April’s wobble and adding tech post-sell off proved rewarding.

Expensive doesn’t mean exhausted

Based on traditional metrics tech has looked expensive all year; you need to think about the fundamentals too.

Conviction counts

Holding our nerve on the “no recession” view kept us on the right side of markets even when consensus panicked.

Politics makes noise, not always waves

Trump dominated headlines all year, but the macro impact has ultimately been less significant than feared.

Regime shifts rewrite the rules

Gold has defied all historical models for assessing fair value, as we are in a new regime with limited precedent - a reminder that new eras need new frameworks.

It still pays to be brave

From China to healthcare, “uninvestible” and unloved markets proved to be some of our best investments.

Economic outlook for 2026 and beyond

Our detailed assessment of the global economy and asset classes.

Asset class views

Read more on our asset class views

Equity
Bonds
Alternatives

Summary of our views

Upcoming webinar

Webinar: Market update and economic outlook – Tuesday 20 January 2026

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.

Download the full outlook here