Investment Outlook 2026
Fuel in the engine
With policy and innovation powering the global economy, investors are on a journey full of promise and potential derailments. Read our Investment Outlook 2026 to discover how diversifying across regions and sectors, and preparing for inflation or asset bubbles can help navigate the twists and turns.
Uncover how AI megacaps are tackling innovation, business shifts, and future chip demand in a changing landscape.
Explore how the UK Chancellor must weigh tax increases against spending cuts to resolve a fiscal shortfall.
Explore how UK large-cap stocks remain a smart portfolio choice, thanks to international revenue streams, high dividend yields, and supportive policy trends.
Is cash really king in today's volatile market? Discover why a diversified portfolio might be a smarter investment choice.
Understand the drivers of small cap stock valuations and find out why small cap investing could offer attractive opportunities for long-term investors.
Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against varied risks and capitalise on opportunities amid the current economic uncertainty. Updated regularly.
Explore the factors behind the US dollar's recent peak valuation, find out why the dollar is expected to decline gradually from here, and discover strategies for managing currency exposures amid evolving economic and trade dynamics.
Find out how regional diversification and income strategies—from the income available from dividend-paying stocks, or the additional income provided by premiums from covered call options—could help investors maintain a more defensive equity market exposure in the current volatile market environment.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.
Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications
Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
Picture source: Getty Images
The value of investments may go down as well as up and investors may not get back the full amount invested.
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