- 17 June 2026
Green bonds are becoming central to how modern economies are built and powered.
Outlook 2026: AI drives growth but risks loom
- PROFESSIONAL INVESTORS
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- 18.12.25
Markets are entering a new era of global economic shifts. The deglobalisation of value chains is transforming trade flows and investment decisions, while new structural drivers, such as the rise of artificial intelligence (AI) and monetary innovation, are redefining the scope of intervention for economic players.
US President Donald Trump's policies have increased economic uncertainty, impacting growth and employment – but not in the AI sector, which is predicted to account for nearly half of US growth in 2025. The US Supreme Court's ruling on the legality of tariffs could also create a rebound in trade. In Europe, economic recovery is gaining momentum, aided by Germany's fiscal stimulus.
Read Ostrum AM's analysis of equity, fixed income, and credit markets, and dive deeper into the team's outlook for 2026, which includes:
- Continued uneven global growth
- Selective normalisation of monetary policies
- A buoyant credit market
- An equity environment supported by a return to earnings growth
For professional investors only. Marketing communication. Capital at risk.
