Investment outlook – Handling the shifting investment landscape

19 January 2026 10921 Views

BNP Paribas Asset Management

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What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?

Will lower inflation in the Eurozone allow the ECB to cut interest rates further? What would this mean for bond returns? And can stocks, once again, power ahead?

Watch our video on the shifting investment landscape with:
Mark Allan, Senior US Economist
Mario Pietrunti, Senior European Economist
Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core – part of BNP Paribas Asset Management
Daniel Morris, Chief Market Strategist

Also read our investment outlook for 2026: https://viewpoint.bnpparibas-am.com/investment-outlook-2026-the-shifting-investment-landscape/

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