In this episode, Emma Wall and Sarah Coles look ahead to 2026 and the key themes set to shape investment markets.

They discuss where interest rates could be heading in the UK and US, the risks around inflation, government debt and high market valuations, and what this could mean for investors. The episode also explores opportunities across bonds, emerging markets and quality shares, before revealing Hargreaves Lansdown’s funds and shares to watch for 2026, including multi-asset funds and individual stocks.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can fall as well as rise in value, so you could get back less than you invest.

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