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Report

From A to Z: Investment themes from 2025 and 2026 outlook

Discover the investment forces shaping markets today.

March 9, 2026

A quick, A–Z look at 26 key investment themes shaping markets and portfolios in 2026 by WTW Investments.
Investments
Artificial Intelligence|Climate Risk and Resilience|Geopolitical Risk

The global economy is evolving faster than ever. From AI breakthroughs and shifting geopolitical alliances to the rise of digital assets, energy transformation and changing demographics, investors face a landscape rich with both opportunity and uncertainty.

Our latest report, Investment themes from A to Z, brings together expert perspectives across 26 critical market themes — helping institutional investors, wealth managers and financial professionals navigate 2026 with greater clarity and conviction.

Why explore this brochure?

A complete A–Z guide to the trends reshaping investments

Inside, you’ll find concise and actionable insights on:

  • AI’s accelerating impact on investment processes and manager selection
  • Bitcoin and digital assets entering a new phase of institutional adoption
  • Deglobalization and geopolitics redefining diversification
  • Energy transition & kilowatts as structural forces powering returns
  • Illiquidity premium, secondaries and private markets in a new liquidity environment
  • Urbanization, demographics and Gen Z reshaping demand and capital flows
  • Market drivers like rates, valuations, megacaps and yield as we move into 2026

Each theme is authored by WTW specialists and includes clear “bottom line for investors” takeaways — making this guide ideal for portfolio strategy discussions, client conversations or internal planning.

Ready to explore the A–Z?

Click below to open the full brochure and dive into all 26 investment themes.

From A to Z: Investment themes from 2025 and 2026 outlook

Disclaimer

In Canada, Towers Watson Canada Inc. and WTW Investment Management Canada Limited have implemented an OCIO service, WTW Delegated Investment Services (“WTW DIS”). WTW Investment Management Canada Limited is registered with the Provincial regulatory authorities, the Yukon and Northwest Territories as a portfolio manager and exempt market dealer; as a registered investment fund manager in Newfoundland and Labrador, Ontario and Quebec.

Related content tags, list of links Report Investments Artificial Intelligence Climate Change Geopolitical Risk Japan

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