Finding investment opportunities in an evolving landscape

After a year marked by uncertainty, many investors are likely to be approaching 2026 with cautious optimism. Despite trade-related shocks, geopolitical tension and stubborn inflationary pressures, markets demonstrated resilience last year. The sharp sell-off following ‘Liberation Day’ tariff announcements was followed by a strong rebound, supported by solid earnings, easing policy expectations and continued enthusiasm for AI-driven innovation.

In a world where headlines can move markets within minutes, one message continues to ring true: staying calm, selective and focused on long-term goals remains fundamental. As we look ahead, several themes look likely to define the year ahead.

‘A landscape marked by greater protectionism and fragmentation’

The International Monetary Fund (IMF) expects the global economy to grow by 3.1% in 2026, following growth of 3.2% last year. While growth remains positive, it is tenuous, with uncertainty around tariffs, trade and wider geopolitical risks weighing. The IMF believes this fragile growth is a reflection of the ‘world adjusting to a landscape marked by greater protectionism and fragmentation.’

However, supportive fiscal policy, technological investment and favourable financial conditions continue to offset some of these pressures. With an uneven recovery likely, certain regions and sectors may offer stronger long-term potential than others.

Investing with clarity and confidence

Diversification remains central to navigating the year ahead – balancing exposure across regions, sectors and asset classes in line with your goals, timeframe and risk tolerance. As the world evolves, opportunities naturally present; with careful planning and a measured approach, we can help position your portfolio.