How to invest in 2026
In our economic and market update, we look at the heightened focus in January on investment return outlooks for the year ahead.
Our economists break down the evolving AI race to help you make sense of recent market volatility and reassure your clients.
AI competition is intensifying. Early 2026 saw a sharp sell-off in lagging AI stocks, fuelling market volatility, while value shares surged ahead and cautious investors stayed sidelined.
Not every AI stock is a winner anymore. Big spending on AI alone won’t deliver market wins as we enter the next phase of the productivity and investment cycle.
Join Vanguard’s panel of economic and market experts for a deep dive on the latest macroeconomic and market trends, including our expectations around inflation, interest rates and growth.

Economist, Investment Strategy Group, Vanguard Europe

Investment Strategy Analyst, Investment Strategy Group, Vanguard Europe

Strategic Account Manager, UK Wholesale, Vanguard
Explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your knowledge.
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The information contained in this document is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
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© 2026 Vanguard Asset Management, Limited. All rights reserved.