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3 Tailwinds Shaping the Global Investment Outlook for 2026

As investors look ahead to 2026, the global outlook is shaped less by optimism and more by evidence. After several years marked by volatility,...

10 Risks for the Global Economy in 2026

From AI bubbles to government spending splurges, property crashes to oil price spikes, these are the 10 ways our economic outlook for 2026 could...

Global Markets Shift to Defensive Mode as Policy Uncertainty Rises

Global equities entered the week under pressure as investors scaled back exposure to risk assets amid rising policy uncertainty. Signals of a possible rate...

Global Markets Face Rising Fragility as Central Banks Warn of Multiple Risks

November always brings that strange northern-hemisphere twilight where the sun clocks out early, and the central bank economic forecast chills begin to creep under...

Little Evidence of Reshoring in Eurozone Businesses Despite Global Tensions

Global supply chain problems and geopolitical concerns may have triggered debate among businesses about reshoring production closer to home, but the numbers tell us...

AI Spending Surge Turns Into the Main Force Steering Global Markets This Week

There was a time—honestly, not that long ago—when a clean pivot from hawk to dove could fill any Thursday S&P 500 downdraft by...
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