Perspectives from a global asset owner
There is a line from the valuable insights in this outlook that really stood out to me – ‘the old certainties of investing’.
We all know that nothing in life is certain, but we have emerged from an era where several truths shaped our understanding of the world.
As we look ahead, our understanding of relationships between countries, of how central banks act, and how markets then react, is having to shift as the world around us evolves.
As an investor laser-focused on the long-term in order to deliver on our purpose for LGPS Partner Funds, we must be aware of the short-term noise while not letting it obscure the underlying opportunity.
In our outlook for 2026, a collection of our investment professionals contribute their views. From geopolitics and market bubbles to the demand for UK growth and the latest in responsible investment, we have sought to provide a snapshot of our expectations for the year ahead.
I hope you enjoy reading it.
Investment Outlook 2026
Perspectives from a Global Asset Owner – a collection of our investment professionals contribute their outlooks for the year ahead.
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