Market Insights

Quarterly Market Outlook – 1Q 2026

Key themes for 1Q 2026

  • Solid foundations for global growth in 2026
  • The U.S. economy has sustained its robust underlying architecture
  • The Federal Reserve is approaching neutral, balancing inflation and employment concerns
  • Equity market returns will be dependent on strong earnings growth
  • Fixed income credit: Tight spreads but benefiting from robust macro tailwinds
  • Focus on balance and diversification