Multi-Asset Income Outlook: 3 Key Questions For 2026

2025-12-10 02:52:00 ET

By Karen Watkin, CFA, Fahd Malik and Edward Williams

Equity markets, the AI spending boom and credit markets are in focus.

After a turbulent start to 2025 defined by US policy shocks, attention shifted to AI optimism and corporate fundamentals, with earnings and capex intentions often eclipsing traditional data releases. Despite these twists, returns were solid across asset classes. As we look toward 2026, we think the macro backdrop is supportive, though uncertainty remains, with Europe’s fiscal-policy dynamics and US labor trends likely to shape the range of possible outcomes....

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