Mid-Year Outlook 2026
Staying Defensive After an AI-Driven First Half
One Second West (0°0'1" W) 001west.com
Hopefully, thought-provoking and often contrarian views on investments. My personal opinions only - NOT INVESTMENT ADVICE.
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Latest posts
The Quantum Inflection
We are at an inflection point for quantum computing
War and Peace
How does the war in the Middle East impact our investment outlook plus Q1 2026 portfolio and thematic review
Thematic outlook – where to invest in 2026
Slow and steady (with a little quantum boost) wins the race
Investment outlook 2026
Maintain conservative positioning with half portfolio in Gold and Swiss or CHF-hedged assets; and equal allocation to bonds and equities
+25% 2025 YTD
...and check back on our predictions made a year ago
Quantum technologies: the next digital revolution
My article published in the FT and the Harwell Quantum Cluster launch
AI, Data and Quantum now the best performing theme in 2025
Up +45% year to date
HealthTech leading thematic performance
We report final performance numbers for Q3'2025 overall for our multi-asset strategy and for each thematic portfolio
Preliminary Q3’25 (to date) multi-asset strategy and thematic performance
Below we provide preliminary Q3’25 (to date) performance figures.