Winter webinar: Unwrapping investment opportunities for 2026

In our winter webinar our Co-Chief Investment Officers, Tom Becket and Richard Champion, reviewed the market and geo-political events of 2025, while looking forward to strong company earnings, lower inflation and interest rate cuts in 2026.

14 January 2026

10.00

Online

Winter market update webinar with Tom Becket and Richard Champion

In our winter webinar, we looked back over 2025 as a year that rewarded investors who ignored the noise and focused on fundamentals. Global equities rose strongly, helped by steady economic growth and easing inflation, with Europe, emerging markets and the UK all contributing, not just the US tech giants. Bonds finally supported portfolios too, after several challenging years.

Looking ahead to 2026, the outlook is steady rather than spectacular. The US economy looks resilient thanks to fiscal support and strong consumer activity, while Europe and the UK remain more constrained. Inflation is easing and interest rates should fall again, which should provide a supportive backdrop for some fixed interest investments. Although geopolitics may spark volatility, we view this as an opportunity, not a threat.

From a sector perspective we will maintain exposure to technology and AI, while healthcare, consumer staples and utilities should provide stability for client portfolios.

Key takeaways

Strong 2025 returns across regions, not just the US
2026 outlook: steady growth, easing inflation, interest rate cuts expected
Supportive environment for some fixed interest investments
AI still a key theme, but selective exposure is vital
Healthcare, consumer staples and utilities look attractive as defensive sectors against market volatility.

Speakers

Thomas Becket

Co-Chief Investment Officer

London

Richard Champion

Co-Chief Investment Officer

London

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.