UBS – Year Ahead, 2026

Summary

This report provides an outlook and investment insights for the year 2026, focusing on whether AI innovation, fiscal spending, and easing monetary policy can enable the global economy and markets to achieve 'escape velocity'.

It highlights key trends such as the outperformance of China and Europe in 2025, falling interest rates, record gold prices, and the rebound of US markets driven by AI-linked innovation. The report also discusses expected market drivers for 2026 including AI, power and resources, and longevity, while identifying risks like potential slowdowns in AI progress, inflation resurgence, and debt issues. UBS offers research and solutions to navigate these challenges.

Region: Global

Published: January 2026

Author(s): UBS

Language: English

Tech drivers: AI Social Media

Social drivers: Aging population Mindfulness Pandemics Sustainability and ethics

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

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