Back

Q1 2026 Investment Outlook & Portfolio Strategy

January 16, 2026 | Market Commentary, Public Markets
Wideimage

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

The global economy held surprisingly firm in 2025 even in the wake of erratic and disruptive policies from the US administration. While trade measures announced in April proved less severe than expected, a surge in AI investment and synchronized monetary policy easing provided support.

Download PDF

Most Recent

Image for Q&A: Building Long-Term Value Through Global Timberland
Natural Capital, Private Markets, Thought Leadership

Q&A: Building Long-Term Value Through Global Timberland

June 15, 2026
Learn More
Image for Ethical Fixed Income Without Compromise
Fixed Income, Public Markets

Ethical Fixed Income Without Compromise

June 10, 2026
Learn More
Image for Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment
Infrastructure, Private Markets

Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment

June 8, 2026
Learn More