SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026

SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026

December 17, 2025 · 29 min

About this episode

In this episode, Vincent O'Neill interviews Nick Ryder about the 2026 Investment Outlook, discussing key themes and market dynamics.

Join us for a special episode of SB Talks, as CEO Vincent O'Neill sits down with CIO Nick Ryder who shares insights from his 2026 Investment Outlook. From the resilience of global growth in 2025 to the surprising twists in U.S. and European markets, Nick unpacks what played out as expected, and what didn't. Together they dive into five critical themes shaping the year ahead: The fusion of national security and industrial policy The AI boom (and bubble concerns) Gamification of investing Japan's corporate renaissance Geopolitical undercurrents Get Nick's strategic take on where markets are headed and the risks that could shift the investment landscape. From equity performance and bond market dynamics to the real implications of the AI revolution, this episode offers clarity and perspective for navigating 2026 with confidence. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

People in this episode

Host: Vincent O'Neill

Guest: Nick Ryder

Mentioned in this episode

Organizations: Autumn Trumpet Background Corporate, LesFM, Chosic, Creative Commons

Places: U.S., Europe

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