Marex Financial Products has published its 2026 Investment Opportunities booklet, bringing together key themes and indicative structured ideas across asset classes to support investors navigating the year ahead.
The start of 2026 has been marked by heightened geopolitical risks, evolving monetary policy expectations, and increasing divergence across markets. From AI-related capex and metals to rates, FX and digital assets, opportunities are becoming more selective, with dispersion across regions and asset classes continuing to widen.
In this environment, a more targeted and flexible approach to portfolio construction is increasingly relevant.
Key Themes for 2026
The booklet explores a range of themes shaping markets this year, including:
- AI and capital expenditure, as investment continues across semiconductors, data centres and energy infrastructure
- Metals and commodities, where divergence across sectors is creating both momentum and tactical opportunities
- Rates and policy uncertainty, as markets assess the path of central banks through the later stages of the cycle
- Infrastructure and energy transition, supported by fiscal spending and long-term structural demand
- Europe and credit dynamics, with recovery expected to be gradual and uneven
- Digital assets and emerging markets, reflecting increasing differentiation across regions and asset classes
Indicative Investment Approaches
Alongside these themes, the booklet includes a range of indicative structured ideas, illustrating how different market views can be expressed across equities, rates, foreign exchange, commodities, credit and digital assets.
These examples are designed to highlight a variety of payoff profiles and approaches, rather than represent specific recommendations.
Supporting Portfolio Discussions
The 2026 Investment Opportunities booklet is intended to support discussions around portfolio positioning in a more complex and differentiated market environment, where both bullish and bearish scenarios may coexist across asset classes.
Disclaimer
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Information in this document should not be considered as advice, or as a recommendation or solicitation to purchase or otherwise deal in securities, investments or any other products. It has been prepared for institutional clients, is not directed at retail customers and does not take into account particular investment objectives, risk appetites, financial situations or needs. Recipients of the document should make their own trading or investment decisions based upon their own financial objectives and financial resources.
This document may contain forward looking statements including statements regarding our intent, belief or current expectations with respect to Marex’s businesses and operations, market conditions, results of operation and financial condition, capital adequacy, specific provisions and risk management practices. Readers are cautioned not to place undue reliance on these forward-looking statements which may be subject to change without notice. While reasonable care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside Marex’s control. Past performance is not a reliable indication of future performance.
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