Autumn market update
In our Autumn webinar, our Chief Investment Officer, Tom Becket, alongside his colleagues Leah Bramwell and Guy Thornewill, discuss the key economic and political developments that will influence market and investment performance into 2027.
Autumn market update: can markets keep moving forward through the turbulent twenties?
Our investment experts discuss the outlook for markets and what it could mean for investors
In our autumn webinar, our Chief Investment Officer Tom Becket joined Leah Bramwell and Guy Thornewill to discuss how markets have remained resilient despite ongoing geopolitical uncertainty. They also explained how our client portfolios are positioned to help mitigate volatility as we move into 2027.
Against the continuing backdrop of the ‘turbulent twenties’ equity markets performed positively in 2026, supported by strong corporate earnings. But geopolitical uncertainty and pressures from inflation and interest rates remain important considerations. Looking beyond the short-term noise, what is the outlook for equities and bonds, and where are opportunities emerging beyond the technology giants?
Key takeaways:
- Moderate market growth, supported by a resilient US economy
- Quality equities and selected medium-term bonds remain portfolio priorities
- Beyond technology and AI, sectors including healthcare, consumer staples and industrials offer attractive investment opportunities
- Tensions in the Middle East, persistent inflation and the possibility of further interest rate rises remain the main risks for investors.
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