Place your portfolios for 2026
As asset managers, funding banks, and consultancy companies proceed to publish their outlooks for 2026, we share with you a few of the newest insights from the likes of Goldman Sachs AM, Franklin Templeton, Allianz, and Deloitte, amongst others.
The Shifting Funding Panorama: Outlook 2026 (BNP Paribas AM)
Towards a backdrop of unstable geopolitics, tariffs, and coverage shifts, the worldwide financial system enters 2026 with stunning resilience.
Prime 10 Personal Market Tendencies for 2026 and Past (Franklin Templeton)
For compliance causes, this paper is simply accessible within the EMEA area
Personal markets have undergone profound change over the previous 5 years, shifting via distinct phases which have reshaped the funding panorama.
2026 Lengthy-Time period Capital Market Assumptions (JP Morgan AM)
This report explores how financial and monetary landscapes are evolving as buyers are getting into 2026.
2025 World Threat Report (PGIM)
In a fast-changing world, typified by heightened financial and technological competitors between nice powers, underappreciated dangers might upend the funding outlook.
2026 Financial Outlook and Market Technique (DBS)
Can buyers anticipate some return to regular within the new yr? Or is volatility right here to remain for longer?
AI Outlook 2026: Brokers of Productiveness (Barclays Personal Financial institution)
As buyers step into 2026, AI stands at a crossroads—not outlined by sheer scale, however by its rising intelligence, financial usefulness, and capability to behave independently.
TMT Predictions 2026: The Hole Narrows, however Persists (Deloitte)
Gen AI and agentic AI are driving lots of issues which can be very a lot right here and now, however Deloitte additionally has an eye fixed on the long run.
Outlook 2026 (JP Morgan Personal Financial institution)
A seminal new cycle is dawning that will probably be outlined by the promise and strain of three massive forces: AI, fragmentation, and inflation.
Navigating New Pathways: Outlook 2026 (Allianz)
Speedy technological advances might unfold funding from the tech sector within the U.S. and components of Asia to different industries and economies.
Outlook 2026: Searching for Catalysts amid Complexity (Goldman Sachs AM)
When conventional investments seem costly, the authors of this paper imagine a strategic strategy past merely following benchmarks is essential.
