Investment Outlook 2026 annual investment outlook: Resilience and rebalancing
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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Portfolio Playbook: Broadening markets
Our framework suggests improving growth. In December, we’re overweighting stocks with a tilt toward value and small-and mid-caps.
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Latest insights
Markets and Economy Above the Noise: The K-pop economy
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Markets and Economy 10 things investors can be thankful for this year
It’s the time of year to reflect on what we’re thankful for. Resilient growth and strong corporate earnings are among the many positive investing stories.
