The Institutional Solutions team sets out the key investment themes for the year ahead.
December 16, 2025
As we close out a year of geopolitical disruptions, a trade war, market volatility and the relentless AI capex wave, we offer our insights and outlook as investors assess their portfolios and consider the possible paths ahead.
Additional Contributors: Alla Harmsworth, Robertas Stancikas and Maureen Hughes
Strategic Investment Themes for 2026 and Beyond
In this short slide presentation, we outline the main issues investors face over the medium term and the key implications for portfolio design.
