Summary
Join us for the next round of our Investment Intelligence Seminars, running across the UK from 27 January to 5 May 2026, as we continue to build upon your knowledge, providing topical content for you to share with your clients.
Resilience & Rebalance
As we look ahead to 2026, we believe the conditions are in place for equity markets to deliver further gains, with non-US markets continuing to lead and sectors beyond Tech making further progress.
We will discuss why we are less concerned, in the near term, about global government debt levels and, by contrast, why we see much resilience in the private sector. Households and corporates are generally in a strong financial state, raising the prospect of an acceleration in borrowing and spending in the years ahead.
We expect this resilience to be further bolstered by policy easing in the United States and at home in the UK. Fiscal support across Europe, Japan, and China should further help lift the global economy out of what we view as a mid-cycle slowdown.
In the second section of this seminar, we will deliver a dedicated segment on the UK. We will discuss the macroeconomic, political, and UK market prospects in detail, and outline reasons to be less downbeat on the UK than most.
Meet the team
Neal Bailey
Ben Jones
Ben Gutteridge
Learning objectives:
After this session you should be able to:
1. Describe the major global macroeconomic, geoeconomic, and geopolitical trends today and how they may evolve.
2. Evaluate the strengths and weaknesses in the public and private sectors based on their debt profiles.
3. Examine the arguments around the “AI bubble” debate and make a judgement on where the risks and opportunities in this space lie.
4. Demonstrate an understanding of the state of the UK economy.
5. Recognise the opportunities and risks involved investing in UK markets.
6. Explain how these trends and analysis might influence your clients’ portfolios and show how they might position accordingly.
As part of our ongoing commitment to supporting your educational requirements, these CII and CISI accredited seminars will qualify you for 90 minutes structured CPD.
Agenda
Our seminars come in either morning or afternoon sessions. Please find agenda details below.
With over 50 seminars running across the UK, we're confident you'll be able to find one convenient for you.