2026 market outlooks - part three

Position your portfolios for 2026

As asset managers, investment banks, and consultancy firms continue to publish their outlooks for 2026, we share with you some of the latest insights from the likes of Goldman Sachs AM, Franklin Templeton, Allianz, and Deloitte, among others.

The Shifting Investment Landscape: Outlook 2026 (BNP Paribas AM)

Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience.

Top 10 Private Market Trends for 2026 and Beyond (Franklin Templeton)

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

Private markets have undergone profound change over the past five years, moving through distinct phases that have reshaped the investment landscape.

2026 Long-Term Capital Market Assumptions (JP Morgan AM)

This report explores how economic and financial landscapes are evolving as investors are entering 2026.

2025 Global Risk Report (PGIM)

In a fast-changing world, typified by heightened economic and technological competition between great powers, underappreciated risks could upend the investment outlook.

2026 Economic Outlook and Market Strategy (DBS)

Can investors expect some return to normal in the new year? Or is volatility here to stay for longer?

AI Outlook 2026: Agents of Productivity (Barclays Private Bank)

As investors step into 2026, AI stands at a crossroads—no longer defined by sheer scale, but by its growing intelligence, economic usefulness, and capacity to act independently.

TMT Predictions 2026: The Gap Narrows, but Persists (Deloitte)

Gen AI and agentic AI are driving a lot of things that are very much here and now, but Deloitte also has an eye on the future.

Outlook 2026 (JP Morgan Private Bank)

A seminal new cycle is dawning that will be defined by the promise and pressure of three big forces: AI, fragmentation, and inflation.

Navigating New Pathways: Outlook 2026 (Allianz)

Rapid technological advances could spread investment from the tech sector in the U.S. and parts of Asia to other industries and economies.

Outlook 2026: Seeking Catalysts amid Complexity (Goldman Sachs AM)

When traditional investments appear expensive, the authors of this paper believe a strategic approach beyond simply following benchmarks is crucial.