Investing Insights
A Busy Start to 2026: Reviewing January’s Headlines
2026 has kicked off at a whirlwind pace, with January delivering one major headline after another. In this article we explore the most significant stories, how markets reacted, and our outlook moving forward.
Infrastructure: Investing in the Essentials That Keep the World Running
Infrastructure rarely makes headlines, but it quietly powers everyday life – from the electricity in our homes to the data centres behind AI and cloud computing. For investors, these essential assets can also play a valuable role in building resilient, diversified portfolios.
Markets end the year on a high note
Welcome to your quarterly investment update from atomos covering October to December 2025.
2026 Outlook: Key themes for investors
Investors who stayed patient and remained invested through 2025 were generally rewarded. Despite a challenging start to the year and uncertainty around US trade policy, most major asset classes – including equities, bonds and alternatives - delivered positive returns. With global stock markets near all-time highs, it’s natural to ask whether caution is warranted.
