Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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Actionable insights
Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
2026: The case for diversification remains strong
Diversification key as easing policy, AI trends, and regional shifts shape global market outlook.
By
Magdalena Ocampo
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AI’s growing economic footprint: A new era for markets
2 min
AI capex fuels GDP and market momentum, setting the stage for broader growth into 2026.
By
Magdalena Ocampo
December FOMC meeting: A divided, yet predominantly dovish, Fed
2 min
Fed cuts rates, signals pause as policy divisions grow and AI-driven growth complicates outlook.
By
Seema Shah
Principal Well-Being Index: AI’s effect on staffing
2 min
AI adoption isn’t shrinking jobs—survey finds businesses see growth, not cuts, from new tech.
By
Christian Floro, CFA, CMT