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Navigating 2026 with Jupiter Wealth
- 30 January 2026
- 5 MIN READ
Explore our publications - designed to inspire a new way of thinking about wealth management.
Presenting notes from our investment desk on navigating 2026, on key macro trends and on opportunities.
Key takeaways
01
In this piece, we look at the Structural Themes that are likely to shape the markets, including the new inflation regime, the AI capex cycle, trade frictions, geopolitics, and market concentration.
02
We also look at key Cyclical Themes that are shaping the year, including central bank policies, disinflation, carry, and selectivity in credit.
03
This article looks at the unprecedented year that the USD and safe haven assets have had in 2025, and what the trajectory could be in 2026.
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