2026 Market outlook

Investing in an era of change

 

Read more

01.

Structural shifts emerge

Long-term forces that defined the past generation, such as falling interest rates, abundant capital and predictable globalization, are evolving.

02.

New paths for growth

In the near term, markets remain supported by fiscal strength, technological investment and resilient consumers, but growth drivers are shifting.

03.

Building to adapt

With market and environmental shocks becoming more frequent, portfolios built to adapt are best.
 

Decorative image of circuit boards and people

2026 Market outlook advisor webcast

See where the markets are going in 2026.

CIO John Bai along with Amundi and AllianceBernstein provide a review of 2025, and share how they are positioning portfolios for success in 2026. Get actionable ideas to help you navigate a world where the pace of change is accelerating. CE credits available.

Decorative image of circuit boards and people
Decorative image of circuit boards and people

2026 Investment horizons

A snapshot of opportunities we see emerging in 2026.

This client-friendly summary highlights key market trends, emerging strategies, and opportunities to help you better inform your clients and confidently position their portfolios for success in the new year.

Decorative image of circuit boards and people
2026 market perspectives from our CIO

4 Min read | Dec 11, 2025

2026 market perspectives from our CIO

  • Commentary
  • Market Outlook
Read more
Responsible investing grounded in the new reality

3 Min read | Dec 11, 2025

Responsible investing grounded in the new reality

  • Commentary
Read more
2026 vs. 2025: what’s changed from last year?

3 Min read | Dec 11, 2024

2026 vs. 2025: what’s changed from last year?

  • Market Outlook
Read more

Meet our sub-advisors from the report

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.