A selection of our investment partners offer their latest views on what has influenced markets in 2025 and what 2026 may have in store for investors.
US equities
Felise Agranoff looks back at an ‘interesting year’ that saw a tough start for US equity markets and discusses the opportunities for investors in 2026.
UK equities
Chris Smith reflects on a rollercoaster year that saw strong returns for UK equities and discusses what he thinks investors need to be aware of in 2026.
Japanese equities
Carl Vine looks back on a ‘wild year’ for Japanese equities and provides his views on what could influence markets in 2026 and beyond.
European equities
Marc Schartz shares his thoughts on what was a good year for European equity markets and considers the global trends that may drive performance in 2026.
EM equities
Alison Shimada looks back at what was a strong year for emerging market equities and considers what might drive returns for investors in 2026.
Fixed income
Eoin Walsh reviews a year of volatility where fixed income markets performed well. He also considers what investors might expect in 2026 and beyond.
Investing in uncertain times
While markets are inherently unpredictable, this year has presented unique challenges. At Quilter, we pride ourselves on our long and successful history of guiding our customers through all market conditions.
To support you and your clients, we have curated a range of resources to support you.
The value of investments can fall as well as rise. You might get back less than you invested.
This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited and Quilter Life & Pensions Limited.
Approver: Quilter December 2025
QIP 26953/34/14266