Investment Outlook 2026: Navigating Busy Seas

As we enter 2026, investors are navigating an environment shaped by shifting geopolitics, evolving inflation dynamics, and rapid technological change. Against this backdrop, separating signal from noise has become increasingly important.

In our latest report, we reflect on the key developments that defined 2025 and outline the investment themes we believe are likely to characterize the year ahead. The report focuses on four central themes: continued geopolitical uncertainty, the potential for re-inflation, the ongoing expansion of artificial intelligence, and a growing preference among investors for shorter investment horizons.

Rather than offering short-term forecasts, the report is intended to serve as a navigation point through an increasingly complex global landscape, highlighting how these themes are shaping risks, opportunities, and portfolio positioning.