2026 Global Market Outlook: Minds, machines, and market shifts
Update: 2025-12-03
Description
Join host Ritu Vohora for this special edition of “The Angle” as we focus on our 2026 Global Market Outlook, as our experts discuss the macroeconomic outlook for 2026.
Our conversation highlights that while AI is driving record capex and market concentration—especially among the Magnificent Seven—there are valid concerns over the sustainability of earnings and valuations. We also probed macro dynamics—balancing bearish recession signals, like rising unemployment and weak manufacturing, against bullish forces such as Fed easing, robust consumer spending, and strong corporate earnings. Importantly, opportunities extend beyond AI and U.S. equities. Our panel thinks value could be emerging in international stocks, small and mid-caps, and select sectors like utilities and health care, while emerging markets and frontier economies present attractive setups for fixed income investors.
Our conversation highlights that while AI is driving record capex and market concentration—especially among the Magnificent Seven—there are valid concerns over the sustainability of earnings and valuations. We also probed macro dynamics—balancing bearish recession signals, like rising unemployment and weak manufacturing, against bullish forces such as Fed easing, robust consumer spending, and strong corporate earnings. Importantly, opportunities extend beyond AI and U.S. equities. Our panel thinks value could be emerging in international stocks, small and mid-caps, and select sectors like utilities and health care, while emerging markets and frontier economies present attractive setups for fixed income investors.
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