Global Wealth & Investment View Q4 2026
Your look into the most important investor insights for the quarter
Welcome to the Global Investment View Q4
The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.
Download the Global Investment View Q4 | 2026
How can we ensure that AI aligns with what is considered acceptable to collective humanity?
Anthropic CEO Dario Amodei sparked a far-reaching reaction when he called for global artificial intelligence (AI) companies to "pace the frontier" in his September 2026 essay, We Must Pace the Frontier.
Executive view of the quarter
The GISG kept its risk score at 0 on a scale of +3 to -3 as resilient GDP growth and strong earnings growth were balanced by rising yields.
Click here to download the Executive Summary Q4 2026.
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