Navigating Choppy Waters: positioning for opportunity in 2026

Markets in 2026 are being shaped by more than just the headlines. Geopolitics, resilient earnings, and the ongoing debate around AI, optimism versus scepticism, are all influencing investor sentiment. Add to that increasing sector divergence, and it’s clear that navigating today’s environment requires a thoughtful, forward looking approach. Join us for a timely market update with Simon Doherty, Head of MPS at Quilter Cheviot, as he shares where he sees compelling opportunities ahead. In this session, Simon covers: • How geopolitics is influencing market direction • The resilience of corporate earnings in a changing environment • AI: separating long-term opportunity from short-term noise • Sector divergence and where opportunities may be emerging • How portfolios are being positioned for 2026