Global Outlook - January 2026
In this video, Bill Dinning discusses the market conditions we're seeing at the start of 2026. Despite ongoing political noise from Washington and frequent policy announcements from President Trump, markets have remained relatively resilient.
Looking ahead, the outlook for 2026 is cautiously positive, supported by expansionary fiscal policy in major economies and strong corporate earnings expectations.
While risks remain, particularly around tariffs and policy surprises, W1M maintains a positive bias toward equities, with selective hedging and continued confidence in UK gilts.
Access the full Global Outlook document here.
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