Insight

The Long View Q1 2026: Macro Outlook

Date: 01/05/2026
Categories: Market Outlook

 

The Long View is our quarterly video series bringing together senior investment professionals from across Titan Wealth Group to reflect on the past quarter and share their outlook for the months ahead. The series draws on expertise from across the business to provide a well‑rounded perspective, covering macro‑economic trends, fixed income markets, and equities. 

In this update, Kevin Boscher, Chief Investment Officer at Titan Wealth Channel Islands, shares his outlook on global markets following the recent escalation in geopolitical tensions. 

Key takeaways:

  • Despite uncertainty, global growth is holding up, supported by policy and structural trends like AI
  • Any near-term pressures (e.g. energy) are likely manageable, with central banks able to respond
  • Equities remain attractive, particularly AI-driven growth, alongside themes in energy, defence and gold

Macro Outlook - Kevin Boscher

 

Important information

This communication was filmed in April 2026. This communication has been produced by Titan Wealth Holdings Limited. First Floor Durell House, 28 New Street, St Helier, JE2 3RA, Jersey. Company Registration Number: 132723. This Financial Promotion has been approved by Titan Wealth Planning Ltd (07839452), Titan Investment Solutions Limited (10636265), Titan Asset Management Ltd (07805960) and Square Mile Investment Services Limited (08743370) registered at: 101 Wigmore Street, London, W1U 1QU and regulated by the Financial Conduct Authority. All entities are wholly owned subsidiaries of Titan Wealth Holdings Limited. The information in the communication and any associated attachments are strictly confidential, may only be used for internal use by the intended recipient, may not be reproduced or disseminated in any form and may not be used as a basis for, or a component of, any financial instruments or products or indices. This communication is a financial promotion under the rules of the FCA, its distribution may in some countries be restricted by law or regulation. Accordingly, anyone who comes into possession of this communication should inform themselves of and observe the relevant restrictions. Titan is not liable for any breach of such restrictions. The information and analysis contained herein is based on sources believed to be reliable, however, we do not guarantee their timeliness, accuracy or completeness, nor do we accept liability for any loss or damage resulting from your use of this communication. The information contained within constitutes the author’s own opinions. The information within this communication does not constitute an offer to sell or invitation to buy or invest in any funds mentioned herein it does not provide or offer financial investment, tax, legal, regulatory or other advice and recipients of this communication must not rely on it as providing any form of advice. Recipients who may be considering making an investment should seek their own independent professional advice. None of the information contained in the communication constitutes a recommendation that any particular investment strategy is suitable for any specific person. This communication is published and provided for informational purposes only. The information in this communication represents the opinions of the Titan Wealth fund managers; it does not contain all of the information which an investor may require in order to make any financial investment decisions. Nor does it take into consideration personal individual circumstances. Any reference to shares/investments is not a recommendation to buy or sell. The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance. You could get back less than what you invest. The value of any investment capital or generated income is not guaranteed and can fluctuate by going down as well as up depending on investments performance and other factors. Any opinions expressed reflect our current judgment at the date of this communication and are subject to change without notice. Please note that all calls made to, or from, the firm are recorded in order to comply with the Firm’s regulatory obligations. The information has been deemed suitable for both retail and professional investors and is correct at the time of publication. Please do not act based on anything you might see here.

We have been made aware of several scams which are currently targeting members of the public. These entities are in no way affiliated with Titan Wealth and we advise that caution is exercised before undertaking any communication with a firm you cannot independently verify via the FCA Register. Click the link to the FCA website to read more - TITAN INVESTMENT GROUP | FCA