2026 Market Outlook

The 2026 Market Outlook provides advisors with a focused, data-driven view of global macro trends shaping the year ahead. Drawing on insights across equities, fixed income, international markets, quantitative strategies, energy infrastructure, and private markets, this report highlights the forces driving volatility as well as the opportunities emerging across asset classes. With shifting tariffs, evolving valuation dynamics, rising investment in energy systems, and resilient private markets, the outlook equips advisors to navigate uncertainty with informed asset-mix recommendations and forward-looking perspective.