In 2026, we expect higher economic growth and an increase in corporate earnings. Therefore, we are positive about equities. At the same time, the world is changing. For investors, the AI boom and geopolitical shifts bring opportunities and risks.

Want to know more? You will find explanations and insights from our experts in the articles of the Investment Strategy. Erik Joly, Chief Investment Officer briefly summarises The Big Picture for you below. You can also click through to our Investment Strategy 2026 to read the in-depth articles.