2026 Global Investment Outlooks

• Article

Dec 02, 2025

Markets are proving resilient, yet risks linger. Our investment team explores the key themes shaping 2026 — and what they mean for investors.

2026 Fixed-Income Outlook: Seizing opportunities in a rate-cutting cycle

• Article

Nov 20, 2025

Gene Tannuzzo, CFA, Global Head of Fixed Income

Ed Al-Hussainy, Portfolio Manager

Fixed-income investors face falling rates, tight spreads and a fragile labor market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.

2026 Equity Outlook: Harnessing growth with a broad view

• Article

Nov 18, 2025

Nicolas Janvier, CFA, Head of North American Equities

Neil Robson, Head of Global Equities, EMEA

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.