2026 Annual Investment Outlook
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends.
Editor's choice
Latest insights
Fixed Income Global Fixed Income Strategy Monthly Report
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.
1 December 2025
Investment Outlook Fixed Income: A strong case for bonds
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
1 December 2025
Investment Outlook Equities: A growing case for diversification
While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.
1 December 2025
Investment Outlook Real estate: Navigating short-term volatility with long-term assets
To optimise income yield and growth, we look for opportunities that are supported by long-term structural demand drivers, or where active management can enhance cash flows.
1 December 2025
Investment Outlook Private credit: Attractive risk-adjusted return potential in the new year
The private credit market delivered strong returns in 2025. Can investors expect the same in 2026? Our experts discuss where they’re seeing potential for compelling risk-adjusted returns.
1 December 2025
Asset allocation Quarterly Global Asset Allocation 2026 Outlook
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
19 November 2025
ETC ETF Snapshot: Second biggest month for ETF flows
October posted the second-highest flows after September’s record, with US equities surging and fixed income ETFs hitting an all-time high.
17 November 2025
Private credit Understanding CLOs: A guide to collateralised loan obligations
Discover how Collateralised Loan Obligations (CLOs) can offer portfolio diversification, active management, and access to resilient leveraged loans for professional investors.
24 October 2025
ETF A new approach to investing in AAA-rated CLOs
Unlocking access to a growing asset class with actively managed ETFs.
15 October 2025
Real estate US and global commercial real estate — fourth quarter 2025 outlook
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
4 September 2025
Real estate Why APAC real estate deserves a fresh look
Why APAC real estate may offer growth, diversification, and value for institutional investors amid global market uncertainty in 2025.
31 July 2025
ETF Why structure matters when choosing your next ETF
If you’re among the millions worldwide considering diving into the world of exchange-traded funds (ETFs), here’s what you should know about the different replication methods used.
21 July 2025
