2026 so far: Risks but also great opportunities
Global Chief Investment Officer Christian Nolting reflects on the year to date, outlining the key risks and emerging opportunities shaping markets — and what they could mean for investors in 2026.
Related CIO reports
PERSPECTIVES Annual Outlook
Annual outlook 2026: Investing in tomorrow
Dec. 05, 2025
PERSPECTIVES Annual Outlook
Transformative forces: key investment themes for the US in 2026
Jan. 07, 2026
See more
PERSPECTIVES Weekly Podcast
September 7 – Key takeaways from CIO Day: the outlook for equities
Sep. 07, 2026
See more