Why 2026 is the time for investors to challenge market 'certainties'

The past few years have upended almost all of investors' long-held assumptions as markets have become narrower, and narratives have become 'certainties'. The first few weeks of 2026 has already delivered geopolitical disruptions and questions around the independence of central banks. Against this backdrop, we believe there are six critical questions investors should be asking themselves. In a rapidly changing world, investors will need the discipline to act and adapt if things change, even if that means going against the crowd, because resilient portfolios will require genuine diver...