Hay Hill Wealth 2026 Investment Outlook

Hay Hill Wealth CIO Stephen Dowds and Investment Director Charles Armitage share our outlook for global markets in 2026.

"As we enter 2026, the economic outlook appears a little more predictable than at this time last year. Trade tensions appear to have calmed somewhat and with Germany and Japan joining the US firmly in fiscal spending mode, growth seems to be well supported. Add to that the apparent boom in capex spending to support investments in artificial intelligence infrastructure and the fact that central banks are generally adopting an expansionary or neutral policy stance, it seems unlikely that it won’t be a good year for global growth."

Stephen Dowds - CIO

"We expect equities, in particular, to

navigate this background favourably

and produce mid to high single-digit

returns over the year. Nonetheless,

markets may well have to suffer bouts

of politically inspired disruption as the

rise of less tolerant, more nationalistic,

voters and politicians continues."

Charles Armitage - Investment Director

The full report can be obtained by clicking on the link below or by contacting us directly at ir@hayhillwealth.com

Hay Hill Wealth Management 2026 Investment Outlook.pdf

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