OUTLOOK 2026

After three big years, markets face a bumpier 2026. Returns should stay positive, but volatility, politics and AI risks loom.

Slower growth, higher dispersion, and tighter margins for error set the scene for 2026. Selectivity will be the difference.

2026 is the year to add more sources of return while restoring the portfolio shock absorbers that were missing during the last market cycle.

2025 will be remembered as a year when policy upheaval tested the resilience of the global economy in ways few anticipated. Trade tensions deepened, inflationary...

TenCap’s Jun Bei Liu and Atlas’ Hugh Dive reveal their lessons and two ASX stock ideas for 2026.