Our world is becoming increasingly turbulent. Geopolitical conflicts, economic fragmentation, ecological emergencies, and social inequality and polarisation are no longer isolated events, they are overlapping crises feeding into one another. In financial markets, this instability often translates into short-term reactions, volatility, and a restless search for the next acronym or quick fix.
At the heart of this global instability lie several challenges: climate thresholds are breached, trust in institutions wavers, societies risk irreversible shifts. Investors can contribute to positive social and ecological change. By directing capital toward real transformation, they help laying the foundation for thriving and resilient economies and societies.
Our Outlook 2026 explores structural developments and challenges that could become turning points for both the global economy and offers insights to help investors make bold investment choices towards stability.