Global markets enter 2026 on a stronger footing as 2025's trade-related risks recede and policy support gains momentum. Fiscal incentives and continued rate cuts in the US are expected to underpin growth, while corporate earnings remain robust across major regions.
Against this backdrop, UOBAM’s investment managers have shifted to a slightly more constructive stance. Equities move to a mild overweight, focused on Asia and US, while fixed income stays neutral. Gold remains compelling as a safe-haven asset but cash is underweighted as lower yields make risk assets more attractive. We think diversification remains key, but with headwinds turning into tailwinds, the outlook for 2026 is increasingly optimistic.
Hear from UOBAM’s Head of Multi-Asset Strategy, Anthony Raza
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