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  1. Insights

investment-outlook-2026-macro

 

 

 

Investment Outlook 2026

Fuel in the engine  

With policy and innovation powering the global economy, investors are on a journey full of promise and potential derailments. Read our Investment Outlook 2026 to discover how diversifying across regions and sectors, and preparing for inflation or asset bubbles can help navigate the twists and turns.
 

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  • The Weekly Brief
  • On the Minds of Investors
  • Investment Principles
  • Foundations of Alternatives
  • Why Alternatives

Lastest Investment Trust insights

Explore our investment trust insights

Explore our dedicated insights for all the latest updates on our investment trusts direct from our portfolio managers. You’ll also discover important guidance on how you can use investment trusts to meet your savings goals.

Market Insights

On the Minds of Investors

Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

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Investment Principles

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies for guiding your clients.

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Investment Outlook 2026

Explore our Investment Outlook, with insights on what you need to know about global markets and economies.

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Portfolio Insights

Global Asset Allocation Views 1Q 2026

We anticipate modestly above-trend growth in 2026 and take a pro-risk tilt in portfolios. We remain overweight equity in the U.S., Japan, and parts of the emerging markets. On duration our stance is neutral, but with a steepening bias. We underweight USD.

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Global Fixed Income Views 1Q 2026

As the global economy ends the year stronger than expected, we anticipate stable growth and moderating inflation will support bond markets. Amid some labor market concerns, the consumer overall remains stable and fiscal stimulus is expected. We have increased the probability of Above Trend Growth to 40%, reflecting numerous signs of strength. Our preferences include carry-oriented investment grade, leveraged and convertible credit; emerging market bonds and securitized debt.

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Global Equity Views 1Q 2026

The outlook for corporate profits is healthy. After a strong year of returns, we don’t see much room for valuations to rise further. Many of our investors are now a little more cautious on technology but still see big opportunities for stock selection within the sector.

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Factor Views 4Q 2025

Equity factors continued to diverge by region: U.S. equity value and quality were challenged by a speculative market tone, while international equity factors posted another strong quarter. Momentum and carry factors were all positive.

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Insights App

Insights App

Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.

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