The featured report sets out a 2026 outlook that separates durable leadership from less obvious opportunities emerging beneath the surface of global markets.
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U.S. large caps and private credit remain core exposures, supported by resilient growth, sustained AI capex and favorable policy, despite elevated valuations.
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Less crowded areas—alternative credit, municipals, real estate and private equity—stand out as early-stage turnarounds with improving fundamentals.
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“Second-derivative” beneficiaries of AI and energy demand, from infrastructure to asset-backed finance, offer diversification beyond headline tech winners.
For investors looking to allocate both where consensus already points and where it has yet to look, the full outlook provides the deeper framework.
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