A distilled view from Columbia Threadneedle’s investment teams captures how resilient growth, sticky inflation and diverging policy paths set the tone for the year ahead.
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Growth enters 2026 on steady footing, but tariffs, political pressure on central banks and elevated government deficits increase the risk of policy missteps.
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Equity markets look constructive, supported by broadening earnings growth and an accelerating AI-driven capex cycle that extends far beyond tech.
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For fixed income, falling rates and tight spreads make duration and selectivity essential as labor-market softness and credit dispersion re-shape risk pricing.
If you want to explore how these macro, equity and bond dynamics intersect across regions and sectors, the full outlook offers a deeper framework.
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