Crossing boundaries: Investment Outlook 2026

Boundaries that once defined economic systems, political frameworks and financial markets are increasingly being tested or crossed. These shifts are reshaping market dynamics, investment regimes and the way portfolios need to be constructed for the future.

In our Investment Outlook 2026, we examine how macroeconomic realignment, geopolitical fragmentation, technological acceleration and environmental constraints are contributing to a more volatile and complex investment environment. Drawing on more than two decades of experience as a principal investor, we focus on the alternative investment landscape and discuss how investors can build resilient portfolios while remaining positioned for long-term opportunities.

To complement the publication, we have recorded a series of concise expert videos for each asset class. Our investment professionals share their perspectives on current trends and key risks and explain how they are navigating a world in which traditional boundaries are becoming increasingly blurred.