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The global economy is being recalibrated. What does this mean for investors? Find out in our investment outlook 2026.

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Global equity markets found support late in the week from upbeat guidance and expanding investment plans at Taiwan Semiconductor Manufacturing Company (TSMC), which reinforced optimism around sustained demand for AI-related chips. US and European stock indices advanced on Thursday, led by...

16 January 2026

Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker and Asia’s biggest technology company by market value, reported a strong rise in fourth-quarter profit and revenue on Thursday, but the figures did little to boost broader Asia-Pacific equity markets. US stocks...

China's trade surplus rose to a new record high last year after exports in December were stronger than expected despite a sharp decline in trade with the United States. Nevertheless, Chinese equities slipped on Wednesday after regulators tightened margin financing rules, in contrast to mostly...

Gold surged to a new all-time high at the start of the week as investors sought safety amid rising geopolitical and policy uncertainty, even as major equity indices in the US, Europe and Japan continued to notch fresh records. On Monday, Wall Street extended its rally despite escalating...

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Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...

15 January 2026

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

After several years battling headwinds in the form of low growth and inflation, amplified this year by US trade tariffs and a strengthening euro, the Eurozone enters 2026 with more stable economic prospects, thanks to a resilient labour market, lower interest rates and increased fiscal spending.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

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Market view and Insights The essential information on business, investments and finer things in life

Global Outlook 2026

Positioning for a global equilibrium shift

Market view

LGT Navigator

Chip optimism lifts global equities

TSMC strong results fail to lift stocks

China trade surplus hits record as stocks wobble

Gold, equities reach records as geopolitical risks mount

Insights

Sustainability

Reasons to be positive after COP30

China: a tale of two realities

Europe finds its footing

Is the US economy at a pivot point?

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