Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.