2026 Outlook: Innovation drives opportunities
Step into the new year with confidence. Uncover pivotal themes shaping investment opportunities in BNY Wealth’s 2026 Outlook.
In 2026, we expect modest global economic growth, with ongoing innovation enabling the U.S. to maintain its leadership. After proving resilient in 2025, the U.S. economy is poised to benefit from AI-driven productivity gains, stable consumer spending, and further monetary easing. We expect earnings growth to improve as pro-business legislation, rapid AI adoption, and monetary easing boost corporate profits. Meanwhile, the One Big Beautiful Bill Act (OBBBA) and lower borrowing costs will support consumers.
So, what five themes will drive investment opportunities in 2026?
1. Global growth remains resilient
U.S. economic leadership is still intact: Invest in the U.S., where technological innovation, rising productivity, and supportive policies solidify an economic advantage.
2. Bonds reassert their value
Bonds resume their traditional role of providing portfolio stability, income, and diversification: Be active in bonds to navigate interest rate volatility and uncover attractive opportunities across fixed income sectors.
3. Broadening earning power equities
Earnings broaden due to rising profit margins, monetary easing, and beneficial government policy: Prioritize U.S. large-cap equities, where we maintain an overweight. Watch information technology, industrials, and financials for potential upside.
4. AI megatrends attract attention
Artificial intelligence continues to attract new capital: Harness the power of AI through private markets, including venture capital, infrastructure, and energy opportunities.
5. Digital assets gain traction
From crypto to tokenization, digital assets are becoming more prominent as growing regulatory clarity provides a tailwind: Explore ways to gain select digital asset exposure through private equity and venture capital.
Download our full investment outlook for 2026 to explore these themes further and see how we can help you navigate the year ahead.
Note: This content was created by BNY Wealth.
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