Global Investment Outlook 2026

ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.

ClearBridge Investments: We continue to find value in high-quality companies temporarily out of favor in areas including materials, energy and financials as well as select industrial and IT names.

ClearBridge Investments believes emerging market equities have turned a corner, showing strong performance after years of lagging returns.

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tech sector to become engines of value creation across every industry.

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses key spending, employment and other policy factors he is following as we look forward to 2026.

As the Fed resumes cutting interest rates, Ed Perks, CIO of Franklin Income Investors, provides an update on the current investment landscape. He also shares his insights and outlook on the fixed income and equity markets, with a particular emphasis on diversifying for income.

Clarion Parters believes overseas investors remain keen on European logistics and expect global interest to build further in 2026.

Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.

After years of US mega-cap dominance, global equity markets are changing course. Correlations have fallen, monetary policies are diverging, and regional drivers are reshaping returns. This analysis explores what’s behind these shifts, the opportunities we believe are likely to emerge, and why we believe global diversification deserves a fresh look in 2026.