2026 outlook: What’s next for markets and the global economy?

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Sam Azzarello: What’s next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?

Mislav Matejka: We see a constructive outlook across most markets, with both DM and EM equities expected to beat other assets, in particular cash and bonds…

Meera Chandan: We’re seeing growth forecasts getting upgraded across the curve as we going into the new year, and there’s a lot of fiscal and monetary policy easing that is going to provide a tailwind for an improving growth backdrop.

Bruce Kasman: We do believe sticky inflation overall…