Tatton Outlook 2026

Explore the key themes shaping 2026 – from market rotation and AI-driven investment to global economic shifts – and discover what they mean for your advice strategies

Decumulation

Tatton's latest Decumulation brochure highlights the shift from guaranteed pensions to flexible drawdown, urging advisers to adopt new strategies for managing longevity and income risks in a changing retirement landscape.

Investment
Evolved

Tatton Investment Management is a ground-breaking investment manager that has changed the way investors access and use discretionary fund management.

Tatton
Passive Funds

Tatton launches three risk rated multi-asset funds designed to maximise returns for investors who want to invest with lower or higher levels of risk in low cost passive investments.

How can we help you?

The Tatton Approach Service, Price, Performance

Tatton was created to provide Financial Advisers the highest quality investment products and services for their clients. Investing through Tatton is simple and straightforward and can be carried out through your existing investment platforms.

We can transform an investment strategy without having to move or transfer any assets. Our award-winning investment team oversees a range of investment portfolios and funds designed to meet the needs of virtually all investor types.

Our sole focus is on investment management and we believe in the importance of high-quality financial advice. Therefore, we partner with Financial Advisers who are seeking an investment manager that can provide them with the investment services they need to meet their clients’ needs.

Tatton Insights

Every week Tatton delivers industry insights that keep you informed on the latest news from the markets and beyond.

Fraying of nerves

5 February 2026

Tatton Adviser resources

Ethical Portfolio Brochure

Tatton Autumn Outlook 2025

Download

Defaqto Risk Profile & Income Drawdown Mapping

Download

Should I phase my investments?

Download

Money Market Risk Profile

Download

Tatton Wall Chart

Download

Its all about bonds

Download

Tatton Multi-Asset Funds

Download

Time in the Market

Download

Tatton Outlook 2025

Download

Green bonds and ethical investing

Download

You have reached your destination

Download

CIP Construction: The sequel

Download

Portfolio Review

Download

Bespoke Portfolio Service

Download

Ethical Portfolio

Download

Managed Portfolio Service

Download

Tatton Investment Management at a glance

£24.61bn

assets under management as at September 2025

153,000+

investor accounts

1,110+

Financial Adviser firms

The latest updates from Tatton HQ

Monday Digest

9 February 2026Monday Digest

Flipping the narrativeGlobal stocks marked time overall last week but US equities were a notable underperformer again despite a late Friday rally. AI is at the centre of the narrative but, this time, it’s not a positive. Other regions held up better:…

Flipping the narrative

6 February 2026Tatton Weekly

US tech stocks dragged down overall global equity returns this week – the Nasdaq Composite index down nearly 3% in sterling terms. The AI theme that propelled the sector for years is now causing a crisis of confidence, over a potential growth…

Monday Digest

2 February 2026Monday Digest

End of euphoria, back to normal? Equities hit all time highs early last week, but US stocks sold off after Microsoft’s earnings. A ‘normal’ sell-off based on earnings would be mildly comforting, after recent political risk sell-offs. However, there are liquidity risk signals…