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Our views 18 December 2025

Asset TV - 2026 Market Outlook

47 min

2025 was turbulent, with headlines dominated by macro uncertainty and geopolitical division. What will shape the markets in 2026?

How will equities cope with earnings pressure and potential trade policy shifts? What does the end of the global rate cycle mean for bonds and inflation-sensitive strategies?

In our Outlook 2026 Masterclass we dive into the forces shaping markets and discuss how this backdrop could offer opportunities for an active manager.

Watch the Masterclass to hear from Will Nicoll, Chief Investment Officer, Paul Schofield, Head of Global Equities, Trevor Greetham, Head of Multi Asset, Ashley Hamilton Claxton, Head of Responsible Investment and Melanie Baker, Senior Economist.

Duration: 47 mins

 

This is a financial promotion and is not investment advice. Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. Portfolio characteristics and holdings are subject to change without notice. The views expressed are those of the speaker at the date of the event unless otherwise indicated, which are subject to change, and is not investment advice.