Investors set to increase their investments in 2026

4 January 2026

A fifth of investors plan to increase the amount they invest this year, new research from Alliance Witan has revealed.

Nearly one in five (19%) of the 1,000 investors surveyed said they are also planning to speak with a financial adviser, while another 19% plan to stay more up to date with market performance.

Alliance Witan said many investors are also looking to diversify their portfolios, with 11% planning to invest in a new sector or country and a further 11% considering investing in a new asset class.

Across the survey, millennials were found most likely to be committed to investment resolutions, with 35% planning to increase the amount they invest in 2026, while 26% plan to speak with a financial adviser.

Similarly, a quarter (24%) of millennials plan to seek the help of AI platforms for guidance on investing decisions, compared to the 11% average across those surveyed. Another quarter (24%) also plan to take an educational course focused on finance and global markets, compared to 9% of investors on average.

Furthermore, 18% of millennials said they will follow financial influencers more closely, more than double the average of 7%. Just 12% of Gen Z plan to do the same, followed by 6% of Gen X and just 1% of Baby Boomers.

However, Gen Z investors were the most likely to say they plan to invest in a new sector or country (21%) or a new asset class (27%), while also planning to increase their risk appetites this year (19% vs the average of 8% across those surveyed).

Mark Atkinson, senior director at WTW, said: “The New Year is a time for people to reset, and recent market volatility may have inspired investors to rethink their strategies for 2026. Unsurprisingly, younger investors are spearheading this change, whether that’s by opting to diversify their portfolios or seek extra advice from qualified sources.

“These investors may still be finding their comfort zones while they work out the best investment strategies for their objectives, a luxury of having longer time horizons.

“For those just starting out, it’s important to remember that investing always carries a degree of risk. For this reason, staying invested through periods of volatility and seeking diversified global exposure is a good baseline strategy for any investor with a longer-term time horizon, especially those yet to call themselves seasoned investors.”

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Professional Paraplanner