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Investment Insights summary: March 2026

9 March 2026

Our monthly look at what’s driving global markets


Rathbones Investment Management
  1. Home
  2. Knowledge and Insight
  3. Investment Insights summary: March 2026

Article last updated 10 March 2026.

Our March edition features three stories — read online versions via the links below or download a PDF with all three articles. 

 

In this edition:

  • Markets face a fresh shock from war in the Middle East, but it still makes sense to stay invested in well-diversified portfolios.
  • As the world gets older, countries and businesses need to adapt to the shifting demographics.
  • AI-native startups are challenging the incumbents, but fears of a 'software apocalypse' may produce opportunities. 
Older man walking through woods

1 min

10 March 2026

The world is growing older

Countries and businesses need to adapt to shifting demographics

The world is growing older
2_people_using_screen

5 mins

9 March 2026

Apocalypse now?

How AI-native startups are challenging software incumbents

Apocalypse now?
Cargo ship from above

6 mins

5 March 2026

Monthly Digest: Volatility returns

The surface calm of markets has been disrupted by an escalation of conflict in the Middle East. Oil prices and overall volatility have spiked, but we remain confident in the long-term prospects for well-diversified portfolios.

Monthly Digest: Volatility returns
Download these articles in a single PDF file

Snapshot

The global economy and markets

Figure of the month

71%

The proportion of Americans “concerned” that “too many people will lose jobs” because of AI, according to an August 2025 Reuters/Ipsos poll. Last year saw the weakest US job creation in two decades outside of a recession, despite solid growth. Both trends may reflect AI’s impact. Pessimism about the technology may also be weighing on consumer confidence, now at a 12-year low.

At a glance

4.2%

US data centre vacancy rate (H2 2025)

8%

UK trade deficit in goods (2025)

3.2%

Japanese consumer price inflation (2025)

50%

Rise in global M&A value (2025)

Key market indicators

Equities 

Total return (1 March 2021 = 100)
 

Sterling

Value of £1 in dollars and euros
 

Government bonds

10–year yields
 

Gold

Dollars per troy ounce
 

Download Investment Insights as a PDF

Access more investment insights

Alongside this monthly Investment Insights publication, our large and experienced in-house research team share a wide range of updates and analysis, from regular strategy commentary and video briefings to in-depth reports, all designed to help you understand what’s driving the global economy, financial markets and the outlook for investment returns.

Jump in

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Ready to start a conversation? Please complete our enquiry form, and our distribution team will be in touch. 

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