Investment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market amid sticky inflation, while easing inflation allows the ECB to apply further interest rate cuts? What would this mean for bond returns? Can stocks continue to power ahead, even as AI spreads more broadly?
Watch our video on the shifting investment landscape with:
- Mark Allan - US
- Mario Pietrunti - Europe
- Chris Iggo - Fixed Income
- Daniel Morris - Equities
Also read our full-length written investment outlook for 2026
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BNP Paribas Group's acquisition of AXA Investment Managers was completed on 1 July 2025, and AXA Investment Managers is now part of BNP Paribas Group.
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