OUTLOOK 2026 HIGHLIGHTS
This year, we decided to revisit our macro trends from OUTLOOK 2019 to ask a simple question: Where are we now?
A pandemic, trade wars, an AI boom, and multiple geopolitical events later, our investment pillars to start the 2020s — Globalization, Connectivity, and Demographics — have not only held; they have intensified, interacting in ways that reinforce regionalization, connectivity, and ageing as core features in OUTLOOK 2026.
One of the few certainties in investing is our inability to predict the future; we prepare for it. Through a long-term focus, a thematic overlay, and active risk management by our team of highly experienced portfolio managers, we aim to position portfolios to be resilient amid a new world order.
If you would like a digital or hard copy of our OUTLOOK 2026 booklet, please contact us.
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