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What Major Financial Institutions Expect for 2026

For the fourth year running, FTI Consulting has read and summarised the major macroeconomic and investment outlooks published by financial and research institutions each year. Looking towards 2026, the global economy is poised between opportunity and complexity.

Following a period of uncertainty in early 2025 caused by escalating trade tensions, tariffs have settled at lower levels than anticipated, stabilising the global economy, with the United States reaching or progressing on trade deals with major economies. Nonetheless, geopolitical risk and the potential for rapid escalation in trade tensions remains elevated.

Most financial institutions continue to expect the United States to be a pillar of global growth, supported by reduced interest rates, deregulation, wage growth and trade normalisation. Europe faces a more measured outlook, with political uncertainty constraining its modest economic expansion perspective. Asian economies, including China and India, are projected to deliver a strong performance.

In 2026, AI and the broader technology sector are likely to continue driving global growth, boosting productivity, earnings and infrastructure investment, even as markets exercise caution around concentration and overinvestment. The defence sector is also experiencing significant expansion, with Europe emerging as a hub of renewed investment.

As we continue to navigate an increasingly interconnected and volatile world, these reports serve as vital tools for investors, policymakers and analysts alike.

Download the ‘What Major Financial Institutions Expect for 2026’ report here