🚀 Is Space a Core Investment Theme for 2026?

2026 could be a breakout year for the space economy, and it’s worth asking whether space should be a core investment theme in a portfolio.

✨ Commercialisation is accelerating

Space is no longer driven only by governments. Private companies are building real revenue streams through satellite broadband, launch services, and space infrastructure.

📡 Rising demand for connectivity and data

Global demand for broadband, Earth observation, and data services continues to grow, and satellites are becoming essential infrastructure.

🛰️ Lower launch costs are expanding the market

Reusable rockets and more frequent launches are reducing the cost of access to space, allowing more companies to participate and innovate.

📊 Long-term growth potential

The space sector is still in its early stages. While volatility is high, successful companies could see strong growth over the long term.

⚠️ Risks to consider

Many space companies are still unprofitable, the sector can be volatile, and regulation or geopolitical issues may affect progress.

Bottom line:

Space is shaping up to be a meaningful growth theme for 2026. It may not suit everyone as a core holding, but it can play a role in a diversified, long-term investment strategy.