Morningstar Global Investment Outlook 2026
We are pleased to provide the Morningstar Global Investment Outlook 2026 for Financial Advisers. This report has been specifically designed to support you, your business, and your clients. As we look ahead to the new year, it is apparent that the investment conditions in 2026 will present their own unique challenges and opportunities compared to 2025.
Members from our global Research and Investment Team of over 400 experts have contributed to this outlook, giving you the essential context to support your clients in a shifting investment landscape. In doing so, we aim to help you prevent them from making decisions that could have lasting consequences on their ability to reach their financial goals.
Download the report to learn how our outlook can help you navigate uncertainty and guide your clients toward success in 2026.
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Morningstar Investment Management Europe Ltd shall not be responsible for any trading decisions, damages or losses resulting from, or related to, the information, data, analyses or opinions or their use.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Wealth cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website. Refer to the Outlook for full disclosures.