Investment Outlook 2026: What advisers need to know next

Expert insights on markets, asset allocation and portfolio construction for the year ahead

The investment environment is evolving rapidly, with advisers facing a complex mix of economic uncertainty, shifting markets and changing client expectations.

The ifa and InvestorDaily investment landscape report brings together expert perspectives and data-driven insights to help advisers understand what’s shaping markets today – and what it means for portfolios over the year ahead.

This report explores the key themes influencing investment decision-making, from global macro trends and asset allocation considerations to the growing role of alternatives, income strategies and portfolio resilience.

Whether you’re refining your investment approach, reassessing risk, or looking to stay ahead of emerging opportunities, this report provides practical insights to support better outcomes for clients.

Inside the report:

• Key economic and market forces influencing investment conditions
• How advisers are thinking about diversification, income and risk
• Asset class trends shaping portfolio construction
• Practical considerations for navigating volatility and uncertainty

Stay informed, stay prepared, and ensure your investment strategy is aligned with the realities of today’s markets.