2026 Outlook
Signals in the Noise
From policy shifts to market volatility, there’s no shortage of noise shaping markets. What signals will matter most for global fixed income, private credit and real estate in the year ahead? Our experts weigh in.
Global Fixed Income
The outlook for global fixed income in 2026 is anything but static. How will evolving credit conditions and geopolitical developments shape the landscape? Hear from our experts across global high yield, EM debt, IG credit and CLOs.
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Private Credit
Investors are broadening their private credit allocations to include a wider range of strategies and asset classes. What does this mean for areas like asset-based finance, direct lending and portfolio finance? Our experts weigh in.
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Global Real Estate
Against today's evolving backdrop, our experts across real estate debt and equity shed light on how they are navigating opportunities and risks—and where they expect the most compelling relative value to emerge in the year ahead.
