ILIM Investment Outlook 2026: From Disruption to Opportunity

As we enter 2026, the world around us is changing rapidly—geopolitics, technology, and economic fundamentals are all in flux, often in unpredictable ways. Yet, as ever, with disruption comes opportunity.

This year’s Outlook draws on the depth and breadth of ILIM’s expertise, complemented by our collaboration with colleagues at Setanta. Earlier this year, we brought our capabilities together under a single legal entity, enabling us to provide clients with the clarity and confidence needed to navigate the complexities of the new global order.

The themes we explore are not theoretical—they are the very questions our clients are asking as they seek to position portfolios for the year ahead. Our aim is not only to share our views, but also to offer practical guidance on how to capture the opportunities these shifts present. With this publication, we set out the big questions for 2026, providing a foundation for ongoing discussion and partnership.

What’s next? In addition to our core outlook, we will be discussing themes such as the outlook for property in the New Year, as well as sharing perspectives on the evolving landscape for responsible investment in 2026.

We look forward to working with you as we chart a course through the challenges and opportunities of the year ahead.