Business activities

Outlook 2025 Navigating trade, transformation and technology

As technology and geopolitics continue to reshape the world around us, we remain focused on identifying opportunities that align with our long-term approach and reinforce our investment philosophy.

  • Date
  • Reading time 2 minutes

Outlook 2026

Discover the key themes that we will be monitoring this year 

Our outlook discusses the key trends shaping markets and guiding our investment strategies, namely the ever-evolving geopolitical landscape, the emergence of AI and subsequent market domination and the vital role of stewardship. Learn more in our 2025 Outlook.

Geopolitical tensions

Geopolitical Tensions

In 2025, the geopolitical landscape is set to be dramatically reshaped by the strategic manoeuvres of global powers, promising a year of intense economic and political transformations.

AI revolution

The AI Revolution

AI will be transformational to the world as we know it. Its impact is being felt in all areas of society, and only time will tell which sectors can best adapt to the drive in innovation.

Broadening markets

Broadening Markets

The Magnificent 7 effect, and what this means for active versus passive investing, the resilience of high-quality businesses and the importance of a long-term investment approach.

Stewardship

Stewardship

Management interview: the vital role of investment stewardship, emerging trends in the stewardship industry and how we are responding to these developments proactively and innovatively.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.  LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. LGT Wealth Management Jersey Limited is incorporated in Jersey and is regulated by the Jersey Financial Services Commission in the conduct of Investment Business and Funds Service Business: 102243. Registered office: Sir Walter Raleigh House, 48-50 Esplanade, St Helier, Jersey JE2 3QB.  LGT Wealth Management (CI) Limited is registered in Jersey and is regulated by the Jersey Financial Services Commission: 5769. Registered Office: at Sir Walter Raleigh House, 48 – 50 Esplanade, St Helier, Jersey JE2 3QB.  LGT Wealth Management US Limited is authorised and regulated by the Financial Conduct Authority and is a Registered Investment Adviser with the US Securities & Exchange Commission (“SEC”). Registered in England and Wales: 06455240. Registered Office: 14 Cornhill, London, EC3V 3NR. 

This communication is provided for information purposes only. The information presented is not intended and should not be construed as an offer, solicitation, recommendation or advice to buy and/or sell any specific investments or participate in any investment (or other) strategy and should not be construed as such. The views expressed in this publication do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. Although the information is based on data which LGT Wealth Management US Limited considers reliable, no representation or warranty (express or otherwise) is given as to the accuracy or completeness of the information contained in this Publication, and LGT Wealth Management US Limited and its employees accept no liability for the consequences of acting upon the information contained herein. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. The tax treatment depends on the individual circumstances of each individual and may be subject to change in the future.

All investments involve risk and may lose value. Your capital is always at risk. Any investor should be aware that past performance is not an indication of future performance, and that the value of investments and the income derived from them may fluctuate, and they may not receive back the amount they originally invested.

Outlook 2026

Discover the key themes that we will be monitoring this year