Market Outlook Podcast: What next for 2026?

Market Outlook Podcast: What next for 2026?

From AXA IM Select Updates by AXA Investment Managers Select

January 20, 2026 · 13 min

About this episode

The episode discusses the macroeconomic outlook for 2026 amidst geopolitical changes and corporate earnings growth prospects.

Geopolitical stories have created dramatic headlines so far in 2026, with some commentators suggesting fundamental changes to the world order. We look at the macroeconomic backdrop for the year, as well as prospects for a broadening of corporate earnings growth, before reviewing our asset allocation position. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as…

Topics covered

  • macroeconomic backdrop
  • corporate earnings growth
  • asset allocation

Keywords

  • geopolitical stories
  • world order
  • investment strategy

Mentioned in this episode

Places: UK, England, Wales, London

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