Video: Markets in perspective
PerspectiveWe analyse the lessons from Q4 to uncover key insights on what’s to come in 2026.
14 January 2026 | 2 minute read
Key highlights
- The Fed’s balancing act: With inflation easing and growth steady, the Fed’s rate cuts boosted risk assets, broadening market gains beyond big tech.
- AI’s momentum: It’s fuelling markets, but being selective is key – focus on strong fundamentals over speculation.
- An undervalued opportunity? UK equities and gilts offer both value and diversification amid global uncertainty.
This video was recorded on 6 January 2026, and the information presented was believed to be accurate as of that date.
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