2026 Outlook: Clearer picture, better growth
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This year’s outlook spotlights a world in flux – U.S. stimulus, Europe’s rebound, China’s policy pivots, and Japan’s innovation surge all shape a landscape full of both opportunities and challenges.
As artificial intelligence accelerates and global trade realigns, discover what’s driving markets and how investors can position for the year ahead.
- U.S.: slow start, stronger finish
- China: a year of imbalanced growth
- Japan: embracing a brave new world
- Europe’s moment in the sun: will it last?
- Emerging Markets may benefit from global recovery
- United Kingdom: persistent stagflation
- Canada: from uncertainty to adaption
Asset class outlook
Equity
Asia Equities ex-Japan
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Greater China Equities
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Asia Pacific ex-Japan REITs
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Multi-assets
Global Multi-asset Diversified Income
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Global Preferreds
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