Rally in precious metals triggered by US interest rate cut hopes, hedging against geopolitical uncertainty
“2025 has been a year of two halves for equity investors,” said Derren Nathan, head of equity research, Hargreaves Lansdown.
Overall, markets have held up well, but heading into 2026, global tensions and a mixed economic outlook mean there could be sharper share price swings next year.
The good news? Uncertain times can suit long‑term investors. Trying to call every short‑term turn rarely works. A better plan is to spread money across regions, sectors and asset types, rather than relying on one theme or one market.
For investors looking to diversify and strengthen their portfolios for the years ahead, we’ve shared three of our five shares to watch for 2026 and beyond, each with a unique thematic investment case.
