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Global Outlook 2026

Positioning for a global equilibrium shift

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

Market view

Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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Oil spike keeps markets under pressure

Oil prices pulled back from an earlier spike near multi‑year highs on Monday after reports that G7 finance ministers may coordinate a release of emergency reserves, but crude remains markedly higher since the Iran conflict began and continues to unsettle global markets. Asian equities tumbled...
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Oil supply fears ripple through markets

Oil prices held near multi‑month highs on Friday as the intensifying conflict involving the US, Israel and Iran kept supply risks around the Strait of Hormuz in focus, fuelling concerns about renewed inflation pressures. Wall Street and major European indices closed lower on Thursday, with...
China Shanghai
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Asian markets shrug off lower Chinese growth targets

China’s decision on Thursday to set a more modest growth target for this year did little to derail a broader rebound across Asian stock markets led by a brief double‑digit surge in South Korea’s Kospi. Major US indices closed in positive territory on Wednesday supported by an improving US...
Negative market data
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Stocks tumble as Iran war and oil spike roil markets

Equity markets across Asia, Europe and the US came under heavy pressure to midweek as the escalating conflict involving Iran drove oil prices sharply higher and stoked fears of renewed inflation. South Korea’s Kospi led losses among major stock markets. Oil prices continued to surge as traffic...

Insights

Our Insights articles are designed to entertain, inspire, surprise and inform you. External and internal authors write insightfully about business and finance, but also art and society. Take a look.

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Entrepreneurship

Business succession meets Gen Z

Generation Z is starting to take on leadership roles in family-owned companies. Along the way, it is questioning long-standing ideas about work, leadership and responsibility - without dismissing the importance of hard work and results. What does that mean for succession in family businesses?
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Sustainability

Powering the world

Power grids are the lifelines of the modern economy, yet ageing infrastructure is struggling to keep pace with surging electricity demand.
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Investment strategy

Understanding the new logic of globalisation

It's a multipolar world out there now, with national security taking precedence over economic efficiency.
Investment strategy

Why mobility is critical for megacities - today and tomorrow

In our densely packed urban centres, transport is the backbone of the economy and everyday life, but it needs to become more efficient, sustainable, and inclusive.

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