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Market outlooks 2026 - part two

outlooks 2026

Explore some of the latest angles on what 2026 may bring investors from established names in the investment industry.

The 2026 global real estate landscape continues to highlight how opportunities are country, capital, sector, style, and submarket specific.

For compliance reasons, this paper is NOT accessible in the United States

Diversification remains the most effective defense in a world of concentrated equity markets and high valuations.

Robeco's base case view is that investors are already seeing some glimpses of accelerating productivity growth.

For compliance reasons, this paper is only accessible in the United States

The U.S. retirement landscape is evolving. Here is what U.S. investors can expect.

For compliance reasons, this paper is only accessible in the EMEA region

There are three themes that will likely dominate the next five years: AI, big government, and the growth of private markets.

Investment managers are facing a paradox as profit growth remains elusive – but the opportunities for differentiation have rarely been greater.

Can the gold price maintain an elevated level as investors head toward the new year?

What does the future hold for the U.S. dollar? How will global markets be shaped by the direction of the greenback?

2026 should reflect more of a return to currency fundamentals. This report explores why this is likely to be the case.