Looking ahead to the next year is a necessary exercise for investors, but it’s even more useful to focus on investment themes that can endure for years or even decades. Explore our latest content below.
Some themes that have emerged relatively recently should persist, and new themes have the potential to shape global economic developments and drive certain sectors in the next quarter century.
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After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth. We think “positive” rather than “above average” is the outcome to plan for.
Dive deeper into the issues and opportunities impacting economies and markets in five key regions across the globe.
We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.
Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.
European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.
The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.
Weakening labour markets could spur further Bank of England rate cuts and Gilt strength, even as the UK’s undervalued equity market offers opportunities.
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