Goldman Sachs – Investment Outlook 2026: Seeking Catalysts Amid Complexity

Summary

This report provides a comprehensive outlook on the investment landscape for 2026, focusing on identifying catalysts amid a complex global environment.

It highlights the importance of active and disciplined investing to navigate challenges posed by central bank actions, geopolitical shifts, fiscal risks, and technological advancements such as artificial intelligence. The report covers insights into public and private markets, portfolio construction strategies, and emerging thematic opportunities related to energy transition and changing trade dynamics.

Region: Global

Published: January 2026

Author(s): Goldman Sachs

Language: English

Tech drivers: AI Cybersecurity and privacy Quantum Computing Social Media

Social drivers: Mindfulness Pandemics Sustainability and ethics

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

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