FT Adviser podcast – Where is the value in equity markets in 2026?
Martin Connaghan, Co‑Manager of Murray International Trust, joined the FT Adviser podcast to discuss key global equity trends and their implications for investors in 2026.
Duration: 28 Mins
Date: 22 Jan 2026
Martin Connaghan, Co‑Manager of Murray International Trust, joined the latest FT Adviser podcast to discuss the trends shaping global equity markets and how these may influence investor positioning as we move through 2026.
In the episode, the guests reflect on how several themes that characterised 2025 continue to influence markets, including regional differences in equity performance and shifting currency dynamics. They also share views on areas that could offer potential opportunities, touching on the outlook for the UK, the US and emerging economies.
Martin contributes his perspective on the role of multinational businesses within the trust’s positioning and notes that, while headlines can often feel uncertain, there remain areas of resilience within global markets. He also comments on the possibility that future UK market leadership could come from mid‑ and small‑cap companies.
Listen here: Where is the value in equity markets in 2026?
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