| Takeaways & Key Expectations • 22-déc.-2025 | |
2026 Equity Outlook - December 2025
Andrew Slimmon
In his 2026 Equity Outlook, Senior Portfolio Manager Andrew Slimmon suggests the Bull Market Isn’t Done Yet. Despite being late-cycle, 2026 looks positive for US equities—thanks to rate cuts, fiscal stimulus, and cautious sentiment.
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| Alternatives 2026 Outlook • 18-déc.-2025 | |
Hedge Funds 2026 Outlook
Mark van der Zwan,
Jarrod Quigley
Signs of excess in the AI space are appearing – and the market may be ripe for creative destruction in 2026. Thus far, vast amounts of capital have been spent funding a to-be-determined future revenue. We question how long the appetite for funding the hopes of future revenue will persist. Learn why in our 2026 Hedge Funds outlook.
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| Alternatives 2026 Outlook • 18-déc.-2025 | |
Real Estate 2026 Outlook
Morgan Stanley Real Estate Investing
A combination of motivated sellers, increasingly engaged buyers, and greater availability of debt is creating favorable conditions for a rebound in transaction activity and asset values. Learn why in our 2026 Real Estate outlook.
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| Alternatives 2026 Outlook • 16-déc.-2025 | |
Infrastructure 2026 Outlook
Morgan Stanley Infrastructure Partners
The proliferation of data centers and their related power needs are the two most important trends we are seeing right now. We want to focus on corresponding secondary and tertiary themes that offer better risk adjusted return profiles. Learn why in our 2026 Infrastructure outlook.
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| Alternatives 2026 Outlook • 16-déc.-2025 | |
Private Credit 2026 Outlook
David N Miller
We expect new deal demand and a large refinancing wave to gradually overtake private credit supply allowing lenders to preserve discipline, strengthen terms, and capture the illiquidity premium to public markets. Learn why in our 2026 Private Credit outlook.
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| Alternatives 2026 Outlook • 16-déc.-2025 | |
Private Equity 2026 Outlook
David N Miller
We believe the present cycle has several more years to run, leading to healthier exits and distributions to PE investors. Learn why in our 2026 Private Equity outlook.
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| 2026 Outlooks • 12-déc.-2025 | |
Commodity Market Outlook: Trends Driving Optimism in 2026
Greg Liebl, Adam Swinney
Discover what key trends are shaping the commodity sectors in 2026 and setting up an optimistic outlook for commodities.
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| Mensuelles • 10-déc.-2025 | |
The BEAT 2026 Outlook Video
Portfolio Solutions Group
Dans cette vidéo, nous mettons en avant les thèmes clés que nous observons dans le paysage mondial des investissements. Cliquez ici pour lire notre analyse complète.
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| Monthly • 03-déc.-2025 | |
The BEAT 2026 Outlook
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Mensuelles • 03-déc.-2025 | |
Les perspectives 2026 de BEAT
Portfolio Solutions Group
Lisez The BEAT pour une information mensuelle actualisée sur les marchés. Chaque édition vous propose des idées et des analyses pour vous aider à appréhender l’environnement d’investissement actuel.
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