Border to Coast exists to make a difference for the LGPS. We do this by working in partnership with partner funds to deliver sustainable success. Our collaborative culture extends to working with partners across the LGPS and investment industry and enables us to blend internal expertise with external management to develop a suite of investment propositions. These are focused on delivering strong and sustainable returns to support partner funds in paying pensions to the 1.1 million members now, and long into the next century.
How structural shifts are creating opportunities for 2026
2025 brought sweeping change from almost every corner. This brings with it challenges, but for those with the expertise to cut through the noise, significant opportunities. Our investment and research team has been keeping a keen eye on which geopolitical, legislative, and market movements could most influence the outlook for long-term investments.
As 2025 drew to a close, our portfolio managers brought together their expectations for the year ahead in Investment Outlook 2026: Perspectives from a Global Asset Owner, setting out the biggest themes and opportunities they see for investing in 2026. Here we share just some of the headlines:
Resilience and opportunity in a changing world
Geopolitical fragmentation and technological disruption are reshaping global markets, according to Anthony Petalas, an Investment Strategist at Border to Coast. Rivalries, supply chain reorganisation, and energy independence are creating inflationary pressures, but also unlocking growth in clean energy, advanced manufacturing, and digital infrastructure. Resilience, not perfect forecasting, will define success.
Under the bonnet of portfolio construction
Sally Ronald, Head of Research, sets out how artificial intelligence (AI) is transforming investment research, complementing human judgment rather than replacing it. From automating data analysis to uncovering hidden patterns, technology is accelerating insight and responsiveness. Those who combine AI capability with seasoned expertise will lead the way.
The branch we sit on: preserving nature to protect long-term value
Nature risk is no longer a peripheral issue, highlights Ben Taylor, Responsible Investment Analyst, it’s financially material. Over half of global GDP depends on ecosystem services, yet biodiversity loss is accelerating. Investors who integrate nature considerations into stewardship and due diligence will build resilience and protect long-term returns.
Read in full: Investment Outlook 2026: Perspectives from a Global Asset Owner
Further reading
Border to Coast to invest £70m in new house building project
Border to Coast commits a further £1bn in private markets
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