In this edition of Investment Perspectives we discover how global markets performed in January 2026. We also have an article from Mithesh Varsani Head of Investment Solutions at Scottish Widows who takes a look at Modern multi-asset portfolios and rise of alternative investments.
We also feature Heather Coulson Head of Portfolio Management and Implementation, Scottish Widows who takes a look at the longer-term impact of geopolitical tensions on markets.
Global investment market review: January 2026 – performance & highlights
Discover how global markets performed in January 2026. This review covers key data across equities
Modern multi-asset portfolios: The rise of alternative investments
One year on from the launch of DeepSeek, China’s renewed artificial intelligence momentum raises key questions for investors; does it...
Emerging market debt: A useful tool for multi-asset portfolio diversification
We run through the types of emerging market debt (EMD) and discuss the pros and cons of having the asset...
Longer-term impact of geopolitical tensions on markets
Geopolitical tensions have dominated headlines in early 2026, from US-Europe tariff threats to developments involving Iran, Venezuela and the Arctic...
DeepSeek one year on: separating fundamentals from noise
One year on from the launch of DeepSeek, China’s renewed artificial intelligence momentum raises key questions for investors; does it...
Absolute return: why discipline matters in today’s market
After a decade defined by ultra low rates, markets have shifted decisively into a new regime. The cost of money...
How likely is a recession in 2026?
2025 was a strong year for investors across major markets. But it was also a year where talk of recession...
Contributors
Dale Nicholls
Portfolio manager of the Fidelity Pacific Fund and Fidelity China Special Situations PLC, Fidelity International
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