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"2026 Outlook: Innovation Drives Opportunities"

Step into the new year with confidence. Uncover pivotal themes shaping investment opportunities in BNY Wealth’s 2026 Outlook.

In 2026, we expect modest global economic growth, with ongoing innovation enabling the U.S. to maintain its leadership. After proving resilient in 2025, the U.S. economy is poised to benefit from AI-driven productivity gains, stable consumer spending and further monetary easing. We expect earnings growth to improve as pro-business legislation, rapid AI adoption and monetary easing boost corporate profits. Meanwhile, the One Big Beautiful Bill Act (OBBBA) and lower borrowing costs will support consumers.

So, what five themes will drive investment opportunities in 2026?

Download our full investment outlook for 2026 to explore these themes further and see how we can help you navigate the year ahead.

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