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Navigator 2026 · Film 1 of 6
Our macro outlook
From the Navigator 2026: We do not expect a global recession in 2026. AI and digital infrastructure spend, reshoring, and higher defense budgets underpin activity.
- With
- Andreas Schranz, CIO
- Length
- 01:32
- Language
- English
- Series
- Navigator 2026, six films
01
The series
01 / 02
Navigator 2026 in six short films
One theme per film. Each opens on its own page, so a film can be shared and found by search.
- 01
Our macro outlookAndreas Schranz, CIO · now playing01:32 - 02
Overview across asset classesAndreas Schranz, CIO02:45 - 03
Equity: Is there an AI bubble?Andreas Schranz, CIO02:12 - 04
Equity outlook across regions and sectorsAndreas Schranz, CIO02:05 - 05
Gold outlookAndreas Schranz, CIO01:40 - 06
US dollar outlookAndreas Schranz, CIO01:41
02
Read more
02 / 02
Read the outlook
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