Capital Group’s 2026 Outlook sets out a shift from narrow leadership toward a more balanced market, supported by easing policy, resilient global growth and improving earnings visibility.
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Policy clarity and stimulus across the U.S., Europe and Asia underpin a synchronized expansion, with tariff-driven uncertainty fading and consumption resilient.
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Market breadth improves: international equities outperform and earnings estimates strengthen, while elevated valuations heighten the risk of pullbacks.
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High-quality bonds and select credit offer meaningful income and ballast; dividends and short duration help manage volatility.
If you want to trace how this balance reshapes multi-asset positioning, the full outlook develops the macro and sector-level implications in depth.
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