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Strategy
Market Outlook 2026: A Video Briefing
A short video briefing on the themes we're watching for the year ahead — rates, equity valuations, and how we're positioning client portfolios.
In this briefing, William Frenn walks through the macro themes shaping our 2026 outlook and what they mean for how we position portfolios.
What we cover
- The path for interest rates and what it means for fixed income.
- Where we see value — and risk — across equity markets.
- How we're keeping portfolios aligned to each family's long-term goals.
Prefer to read? The key points are summarized above. For a plan built around your own goals, speak with an advisor.
