As we do each year, we have updated our Strategic Asset Allocation, which sets out our long-term view on markets and informs the strategic positioning of the portfolios managed by our team on your behalf.
We’re sharing this update at a moment that naturally lends itself to taking stock of financial decisions. The document is the result of extensive analysis and is intended to support a clearer understanding of the current market environment and a more considered approach to investment decisions.
The Strategic Asset Allocation process serves as a reminder of core approach investing with a long-term perspective, managing costs and turnover carefully, and avoiding unnecessary distraction from day-to-day market headlines.
Whatever your objectives over the coming years, we hope this document provides useful context on how they align with these principles and on the strength of investment strategy for 2026 and beyond. We hope you find it informative.
You can also join our exclusive webinar about the Strategic Asset Allocation 2026 on 10th February at 6pm. During the event, our experts will discuss the key trends, challenges and opportunities we expect over the next 12 months. We will also introduce upcoming innovations set to broaden our offering, including new products and services. The session will conclude with an interactive Q&A, where our team will address your questions on the investment outlook for 2026.
*As with all investing, financial instruments involve inherent risks, including loss of capital, market fluctuations and liquidity risk. Past performance is no guarantee of future results. It is important to consider your risk tolerance and investment objectives before proceeding.
