Outlook 2026

As AI capex intensifies, China accelerates and opportunities broaden across regions, how should investors approach portfolio construction for 2026?

Impact investing can align tangible outcomes with financial outcomes, potentially a path to restoring confidence in sustainable finance.

Safe haven, inflation hedge, diversifier, or conviction asset – what role does gold play today?

While private credit and high yield markets will continue to offer opportunities in 2026, rigorous selection becomes essential for investors.

With policy clarity returning, innovation accelerating and M&A heating up, is biotech poised for a powerful new growth phase?

What role will AI play in the electricity revolution?

AI is reshaping industries at record speed, but is this boom a bubble – or the start of a lasting transformation?

Innovation, policy resets, and strategic resilience redefine China’s path to global leadership.

Why Europe’s autonomy agenda is becoming a powerful catalyst for new investment cycles and sector-level opportunities.

Can political interference undermine the Fed's independence and credibility?

The year now drawing to a close has been one of paradox.