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Investment Event

Geopolitics in focus
06 January 2026
    Articles
    Download the full reportPDF, 1.37MB

    Key takeaways

    • Investment markets remain mostly unperturbed by the latest geopolitical developments in Venezuela, Iran and Ukraine
    • Like in 2025, we think geopolitical events will be an important influence on the markets in 2026
    • At the start of 2026, we remain moderately pro-risk and internationally focussed in portfolios, but wary that episodic volatility is possible
    • A complex economic and geopolitical environment means a changed playbook for investors too. It means re-assessing the old stereotypes about emerging markets and thinking hard about new diversifiers (such as hedge funds) to secure portfolio resilience

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