This edition of Four Questions with the Asset Allocators takes a deep dive into what went right for investors during the year, the opportunities and risks ahead in 2026, and our early views on strategic asset allocation and capital markets assumptions for the year ahead. Watch Damien Hennessy, Investment Director, and Andrew Yap, Head of Portfolio Solutions, discuss:
- what's fuelled the growth that's delivered positive outcomes for many investors
- the risks that investors should consider in 2026 - think rate cuts, inflation and Fed independence!
- whether we're experiencing a productivity boom and can realistically expect the same level of returns in 2026, and
- why our base case is still a soft-landing.
12 minute watch
