Why are asset managers bullish on stocks through 2026?

Asset managers are bullish due to expected resilient global growth, AI advancements, and accommodative monetary and fiscal policies.

Are current AI stock valuations considered a bubble by investors?

Most investors believe AI stock valuations are not inflated, citing strong earnings and fundamentals for a new industrial cycle.

What are the main concerns for global asset managers in 2026?

The primary concerns are a potential rebound in US inflation and unpredictable trade policies, which could negatively impact markets.

Home / Business and Economy / Global Investors Bet Big on Stocks Through 2026

Global Investors Bet Big on Stocks Through 2026

8 Dec

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Summary

Most allocators position portfolios for risk-on environment through 2026.
AI's impact is seen as fueling new industrial cycle, not a bubble.
Inflation rebound and Trump's trade policy are top investor worries.

Global Investors Bet Big on Stocks Through 2026

A significant majority of global asset managers are leaning into a risk-on investment stance, anticipating robust equity market performance through 2026. This bullish outlook is driven by expectations of sustained global growth, the transformative influence of artificial intelligence, and supportive monetary and fiscal policies. Investors foresee this trend potentially delivering a remarkable fourth year of substantial gains for global equities.

While acknowledging risks such as a potential inflation resurgence and geopolitical trade tensions, most managers do not view current market valuations as a bubble. They argue that strong corporate earnings, particularly from AI-centric companies, underscore fundamentals and signal the commencement of a new industrial cycle. Key growth areas identified include the US market, alongside emerging opportunities in India, Japan, Taiwan, and South Korea.