Investing Insights

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.

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.