Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF.
In the chapters below, we look at the result of revamped trading relationships and volatile geopolitics on the biggest economies, and what anticipated US rate cuts imply for bonds and equities in 2026.
However you put it, artificial intelligence is reshaping society and portfolios alike, as investors fish for the corporate winners of tomorrow. We consider the sectors most affected and at what stage fundamentals might reassert themselves.
And beyond our in-depth asset class and financial market analysis, we discuss what the redrawn partnership between US industries and the White House means for investors and if renewable power supply can meet the anticipated surge in demand for electricity.
The next 12 months will be a challenging year for investors, whose resilience will once again be put to the test. Encouragingly, our teams continue to see plenty of opportunities to maximise returns and diversify risk in the pursuit of building portfolios that fulfil their long-term objectives.
As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.
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