The UK Investor Magazine was delighted to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the Podcast to explore the investment landscape for 2026.
Download Morningstar’s Outlook and Top Picks for 2026 here.
Michael shares his key themes and macro outlook for the year ahead, outlining what will differentiate 2026 from 2025. We dive into sector-level analysis across his coverage universe, identifying which areas appear overvalued or undervalued heading into the new year.
The discussion covers geographical opportunities, with particular focus on how the UK compares with global markets and which countries offer the strongest potential. Michael reveals Morningstar’s specific stock picks for 2026, with detailed analysis of UK constituents, including Persimmon’s continued appeal in the housebuilding sector and the catalysts that make Diageo an intriguing opportunity.
We conclude by assessing the overall investment case for 2026, weighing current valuations against the macro backdrop to understand Michael’s level of conviction and what opportunities he finds most compelling for the year ahead.
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