Better than you think: the economic outlook for 2026 and beyond

The global post-war order is undergoing its most profound transformation in decades. Long-standing alliances are shifting, new power blocs are emerging, public debt is rising, and artificial intelligence is reshaping business models at unprecedented speed. Amid this turbulence, how resilient are economies and companies really? What does this new landscape mean for capital markets, and where should investors look for opportunities? This keynote cuts through the noise to offer a clear, grounded outlook for 2026 and beyond.