Simon Thompson: What to expect in 2026

Investors’ Chronicle associate editor Simon Thompson joins Dan Jones to discuss what 2026 might hold for smaller companies and the market in general.

Simon and Dan discuss how equities are positioned for the year ahead, as well as the impact of the Budget and how measures including the reduced Isa cash cap could impact UK stocks. They conclude by previewing what to expect from Simon’s Bargain Shares selection for 2026 – due to be revealed in February – and how taking on more risk might be on the cards.

Timestamps:
1:27 How UK equities are positioned
7:08 Economic outlook
11:32 The Budget
19:24 Mergers and acquisitions
33:52 UK tech companies
41:32 Impact of high interest rates
44:14 Preview of 2026 Bargain Shares Selection

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