This webinar was recorded mid-January and features Toni Meadows, head of Investments and Dan Boardman-Weston, CEO.
After three years of healthy returns from equity markets what do we think the investment environment will be like in 2026? In this video Toni and Dan discuss the market environment ahead. Trump continues to reshape the world order and increasingly intervenes in key sectors. Markets are having to deal with this but are helped by consensus expectations for global economic growth and earnings progression, driven by spending on Ai and the infrastructure to support it.
2026 Market Outlook
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After three years of healthy returns from equity markets what do we think the investment environment will be like in 2026? In this video Toni and Dan discuss the market environment ahead. Trump continues to reshape the world order and increasingly intervenes in key sectors. Markets are having to deal with this but are helped by consensus expectations for global economic growth and earnings progression, driven by spending on Ai and the infrastructure to support it.
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