How to Build a Winning 2026 Investment Strategy
Neil walks through his big calls for 2026: the AI industrial revolution, whether China is really “uninvestable”, why he thinks the EU is still a story of missed opportunities, the hidden fragilities in the US, and why he believes the consensus on the UK remains far too gloomy.
We cover:
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How AI, energy and productivity could shape growth and markets in 2026
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China’s outlook after years of pessimism and what investors might be missing
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Security, energy prices and regulation as structural headwinds for the EU
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The resilience and risks inside the US economy – and why he wouldn’t own the S&P 500 index
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Why UK shares may still be one of the most attractive opportunities globally
In the second half, Neil explains how he’d actually construct a strategy for 2026 – by geography and by sector – including what he’d be underweight or avoid altogether.
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