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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
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Asset class outlook

Equity asset class outlook

Equity

Asia ex-Japan Equities

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Asia Pacific ex-Japan REITs
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Dynamic Leaders
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Greater China Equities
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Semiconductor Opportunities
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Fixed income asset class outlook

Fixed Income

Asia Fixed Income

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China Fixed Income
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Multi assets asset class outlook

Multi-Asset

Global Multi-Asset Diversified Income

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Global Equity Diversified Income
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Find out our asset allocation view for Q1 2026

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Featured funds

Featured funds

Our comprehensive and wide range of funds, managed by experienced professionals, help you explore investment opportunities in various asset classes: 

  • Fixed income
  • Equity
  • Multi-assets
Browse featured funds
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