As we look ahead to 2026, Premier Miton CIO, Neil Birrell, reminds us that while the world evolves, some fundamentals remain constant.
The US continues to dominate economically and politically, leveraging its entrepreneurial spirit and leadership in the AI revolution. Meanwhile, China and India’s steady rise as global economic powers shows no sign of slowing. The UK, however, faces a more muted outlook on the global stage.
Expect volatility and opportunity within financial markets. Equity markets have seen a huge dispersion of returns, creating both threats and opportunities. The meteoric rise of a small group of AI-related companies has concentrated market weight in just a few names.
As we navigate 2026, one thing is clear: change is constant, but so are the principles of disciplined investing.
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