2026 Market Outlook: The need for measured exuberance

After a strong close to 2025, both equity and fixed income markets are coming from a very high base. As we enter 2026, we expect a continued mild expansion in global growth, driven by policy and structural changes such as AI. Tariff risks are largely behind us, but equity markets are beginning to show signs of fragility – making balance more important than ever. The question now is: Are you positioned to achieve balance in 2026?