State Street Global Advisors: Kapitalmarktausblick 2026

Entdecken Sie unsere neuesten Einblicke - positionieren Sie Ihr Portfolio für Wachstum im Jahr 2026.

Kapitalmarktausblick 2026

Vorwärts mit Fokus

Mit Blick auf das Jahr 2026 behalten wir einen vorsichtig optimistischen Ausblick für die Weltwirtschaft und die Finanzmärkte. Da die Handelsunsicherheit zurückgeht und die Zentralbanken sich dem neutralen Zinsniveau nähern, verlagert sich der Fokus auf die positiven Auswirkungen, welche die KI-Investitionen und die Haushaltsausgaben im kommenden Jahr wahrscheinlich haben werden. Unser Global Market Outlook (GMO) zeigt die wichtigsten Entwicklungen und Trends auf, um Ihnen zu helfen, fundierte Entscheidungen zu treffen und Ihr Portfolio auf das Wachstum im Jahr 2026 vorzubereiten.

Unsere GMO-Einblicke beinhalten die folgenden Inhalte:

• Die wichtigsten Treiber des globalen Wachstums - darunter US-Zinssenkungen und fiskalische Konjunkturmassnahmen - und die potenziellen Herausforderungen für unseren konstruktiven Ausblick

• Wie man KI-bezogene Fortschritte - insbesondere bei US-Aktien - nutzt und gleichzeitig Wachstumsaussichten in anderen Regionen und Sektoren in Betracht zieht

• Warum wir Staatsanleihen gegenüber Unternehmensanleihen bevorzugen und wie Sie die Renditeaussichten durch Schwellenländer und andere festverzinsliche Optionen verbessern können

• Die Bedeutung alternativer Investments im Hinblick auf Diversifikation, Schutz und Einkommen in einer sich wandelnden Investitionslandschaft.

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