Drawing on the combined insights of BNP Paribas AM and AXA IM, the outlook highlights how a sturdier global economy is setting the stage for selective opportunity in 2026.
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Growth proves more durable than expected, with Europe re-accelerating, the US navigating policy-driven crosscurrents, and China leaning on targeted investment rather than consumption.
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Central bank easing supports bonds, though tighter fiscal conditions and geopolitical shifts call for flexibility across sovereigns, credit, and private markets.
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Equity leadership remains anchored in technology, while Europe’s strategic autonomy push and EM tech dynamics broaden long-term opportunity sets.
If you want to explore how these macro, market and thematic forces translate into concrete allocation ideas, the full outlook offers a comprehensive roadmap.
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