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2026 Outlook

Clearer picture, better growth

 
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

Find out our asset allocation view for Q1 2026

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

  • Fixed Income
  • Equity
  • Multi-Asset

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-Asset