Q1 market outlook: Tracking positive patterns for 2026
16 February 2026
(3 min read)
Our global markets weather map shows a broadly positive outlook for 2026. Lower interest rates, government investment and greater AI adoption all point to bright conditions. One of the implications for investors is that equity exposure might need to be diversified.
In this quarterly market forecast video, we share our outlook for the investment environment, and how this may impact portfolio positioning.
AI transparency
This video features an AI-generated presenter sharing our team's human-developed economic analysis.