Barclays – Outlook, 2026

Summary

The main theme of the report is related to investment strategies for 2026, considering changes in trade relations and geopolitical instability.

The report examines the impact of expected interest rate cuts in the US on bonds and stocks. It discusses the influence of artificial intelligence on society and investment portfolios, as well as the search for corporate winners of the future. The interaction between US industry and government is analyzed, along with the potential to meet the demand for renewable energy. The upcoming year is noted to be challenging for investors, but there are opportunities to maximize returns and diversify risks.

Region: Global

Published: January 2026

Author(s): Barclays

Language: English

Tech drivers: AI Blockchain Cybersecurity and privacy Quantum Computing Social Media

Social drivers: Aging population Pandemics Sustainability and ethics

Geopolitical drivers: Economic conditions International relations and treaties Political instability and conflicts Regulatory changes Supply chains disruption Workforce availability

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