Download PDF 2026 Market Outlook - Contents Global Economic Outlook – Page 1 USA & China “Economic Frenemies” - Page 3 Equities Outlook – Page 4 Commodities and Energy Outlook for 2026 - Page 7 Risks for 2026 – Page 10 Themes to Watch in 2026 - Page 13 Rapid Expansion of Datacentres - Page 15 AI Robotics and Automation – Page 19 Critical Minerals - Page 23 FY26 Quantum Computing Market Outlook - Page 27 Defence & Cybersecurity - Page 31 Store of Value - Page 34 Conclusion: 2026 Market Outlook – Page 38 2025 retrospective – Page 39 MPC Market 2025 Investment Performance - Page 40 Glossary – Page 43
