Strategist, Investment Solutions
This year, we’re releasing two outlooks for 2026:
Investment Outlook, outlining three distinct scenarios for growth.
Sustainable Investing Outlook, forecasting a surge in climate transition investments.
• Yearly outlook
2026 Investment Outlook: The synchronized shift
After years of discord, 2026 is shaping up for a short-lived but synchronized upswing. Easing trade tensions, a recovering manufacturing cycle, and lagged effects of monetary stimulus are set to bring a rare harmony to global markets.
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This year we present two perspectives: one on macro trends and another on sustainable investing. Our base case sees Europe’s growth engine accelerating, China approaching a turning point, and US consumption moderating amid fiscal shifts.
Equities may extend gains as a weaker dollar channels flows into emerging markets, while US Treasuries face downside risk. Meanwhile, AI-driven productivity improvements should begin translating into tangible economic growth.
Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
