Post by Dowgate Wealth

Q1 reminded us that markets don’t move in straight lines.   An unexpected geopolitical shock validated our energy thesis - while complicating others, particularly the rotation out of US assets.   In this update, we revisit our key investment themes for 2026: • Energy repricing and security • AI shifting from winners to disruptors • The accelerating space economy • Private credit risks emerging • The evolving macro backdrop   The overriding variable remains Iran. Whether the ceasefire leads to resolution or escalation, inflation, rates, and market leadership will be shaped from here.   Our framework holds - but, as ever, we refine it as new information emerges.   Read the full Q1 update below 👇   https://lnkd.in/eG_T_-EW   Capital at Risk. The value of your investments can go down as well as up. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority.   #InvestmentOutlook #Equities #MacroOutlook #GlobalMarkets #Geopolitics