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Investment Update Q1 2026: Alarms and (pleasant) surprises

5 January 2026

We review the financial markets over the past year – including bouts of volatility right up till the final few weeks of 2025.


John Wyn-Evans, Head of Market Analysis
  1. Home
  2. Guernsey
  3. Knowledge and Insight
  4. Investment Update Q1 2026: Alarms and (pleasant) surprises

Article last updated 8 January 2026.

Quick take:

  • 2025 returns for equity markets were higher than average, with some markets doing exceptionally well.

  • The tech sector suffered three bouts of volatility, including profit-taking at the year’s end.

  • As 2026 begins, economic conditions are generally favourable..

Individuals and families

Individuals and families come to Rathbones for the care, diligence and intelligence they receive from their dedicated wealth management team. Begin your own investment story with Rathbones.

Let's talk
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  1. Home
  2. Guernsey
  3. Knowledge and Insight
  4. Investment Update Q1 2026: Alarms and (pleasant) surprises

How can we help you

In Rathbones, our clients find a trusted partner that can help guide their long-term wealth plans with reassurance, through all life stages, generation after generation. We offer you a total wealth solution, from planning to investing — our approach focuses on your wealth in its entirety.


For us every client relationship starts with trust and every investment starts with a client story. We listen to understand your priorities and aspirations to create a wealth plan and investment strategy that’s as individual as you are. You and your family can determine your level of involvement in defining your investment strategy and management — whether you prefer a dedicated Rathbones investment professional to manage the portfolio on your behalf or keep direct control of your investment decisions.

Download our brochure

Investing, growing and preserving your wealth

If you are looking for help growing your investments, our services could be right for you:


Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least £250,000 to invest.


Bespoke
A bespoke investment strategy and portfolio built and managed for you by a dedicated Rathbones investment manager. This service is typically for clients with at least £500,000 to invest.

Let's talk
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Global perspective. Individuals focus.

The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager.


We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges. 
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Learn about our investment approach
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Responsible investing

We offer individually tailored portfolios that reflects your client's values. We use the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997. 

Find out more

Learn more about our services

Investment management

Looking for someone to create an investment portfolio for you?

Find out more

Greenbank sustainable investing

Looking for investments that align with your values? See our sustainable investment options.

Visit Greenbank

Asset management

Are you looking to invest in a fund? See our full range.

Visit Asset Management

Investment Insights

A twisting reel of film

3 mins

7 July 2026

Investment Insights July 2026: Stalled house prices, reshaped media, and resilient assets

Our thought-provoking monthly analysis of markets, economies, and investment opportunities and risks in particular sectors

Investment Insights July 2026: Stalled house prices, reshaped media, and resilient assets
Large red rocks reflecting in water

3 mins

8 June 2026

Investment Insights June 2026: Ageing, AI, and new investment fault lines

Our monthly look at investments, economies, and markets

Investment Insights June 2026: Ageing, AI, and new investment fault lines
Image of cat on lap

3 mins

7 May 2026

Investment Insights summary: May 2026

Our monthly look at what’s driving global markets

Investment Insights summary: May 2026
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3 mins

7 April 2026

Investment Insights summary: April 2026

Our monthly look at what’s driving global markets

Investment Insights summary: April 2026

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.