ILIM Investment Outlook 2026
- CIO Lens
- 11.12.25
2025 was a year of resilience and surprises. As we look to 2026, the ILIM team addresses the big questions facing investors:
- US Growth: The US continues to drive global growth, but divides between income groups are widening.
- Geopolitics: Geopolitical fragmentation is creating new winners and losers, with defence, gold, and nuclear energy in focus.
- Risks: Inflation and government debt remain key risks—will currency debasement become a policy tool?
- AI Transformation: The AI investment cycle is transforming productivity, but adoption and valuation risks remain.