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.
2025 Recap: A Look at What Drove the Markets This Year
Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Our clients look to us for advice on how events today, and trends for tomorrow, are going to affect their wealth plans. Read the key insights from our specialists on the topics of investing and market commentary.

02.01.2026
2026 Outlook: Key themes for investors

19.12.2025
2025 Recap: A Look at What Drove the Markets This Year
Market Weekly

12.12.2025
Caution Over Interest Rate Cuts
Market Weekly

05.12.2025
Japan in Focus: New Leadership, Bold Budget
Market Weekly

05.12.2025
End of year outlook for markets
Monthly Market Outlook

28.11.2025
£26bn in Tax Rises — But Markets Barely Blinked
Market Weekly
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.