Javascript is required Bent u klaar voor beursjaar 2026? - Meer groei door mondiale trends - ABN AMRO
Login

Ready to invest in 2026?

Global trends spur growth

In 2026, we expect higher economic growth and an increase in corporate earnings. Therefore, we are positive about equities. At the same time, the world is changing. For investors, the AI boom and geopolitical shifts bring opportunities and risks.

Would you like to know more? Read the articles below or register for our Outlook Webinar on 15/12/2025 at 19:00, with Erik Joly, Lara Hadjistratis and Dirk Denies. The webinar will be broadcast in Dutch and French.
Register for the NL webinarRegister for the FR webinar

All topics summarized in one video

  • The Big Picture
  • Opportunities
  • Challenges
  • Disruptors

Investment Strategy

The Big Picture: Ready to invest in 2026? – Global trends spur growth

Investment Strategy

03/12/2025

For investors, there is plenty of reason to look optimistically toward 2026. We are entering the new year with a positive stance on equities. At the same time, we see the world around us changing. The rise of AI is unstoppable and comes with significant corporate investments. Deglobalisation is also a trend to keep an eye on – a development that brings both opportunities and risks. 

Opportunities: Optimistic about equities

Investment Strategy

03/12/2025

Equities delivered strong returns in 2025, and we see opportunities in this asset class in the new year as well. We also have a positive view on gold, as it allows investors to add diversification to their portfolios.

Challenges: Deglobalisation and AI: the flip side of the coin

Investment Strategy

03/12/2025

Although we are optimistic about 2026, we also see risks. Deglobalisation offers advantages but has a downside. And the AI boom could lead to disappointments. 

Disruptors: Will stablecoins disrupt the banking infrastructure?

Investment Strategy

03/12/2025

What is it about stablecoins that has everyone talking? Are they disruptive? Will they destabilise the banking infrastructure or simply modernise it? In this article, we examine how stablecoins are influencing global finance, from payment systems to monetary policy and sovereign debt.

“The fundamental picture is positive. Companies and governments are investing heavily, while businesses are maintaining high profit margins. Rate cuts by the Fed provide additional support.”

Richard de Groot – Head Global Investment Centre

Market comments

Dollar weakness will continue in 2026

Market comment

27/11/2025 • Georgette Boele

The dollar faces another challenging year. Our forecast anticipates further weakness driven by monetary policy, and by the US fiscal and current account deficits.

Gold continues to shine in 2026

Market comment

20/11/2025 • Jan Wirken

Over the past year, gold has emerged as one of the most sought-after investments, with prices surging more than 50% in 2025 to a record of nearly USD 4,400 per troy ounce, marking its best year since 1979. Silver followed suit, climbing to a record high of USD 54 per ounce. This rally has been fuelled by geopolitical tensions, inflation fears and financial instability, driving its status as a safe haven asset to new heights. 

Oil outlook 2026: Supply outpaces demand growth

Market comment

14/11/2025 • Jan Wirken

The global oil market is heading into 2026 with an even bigger surplus, as supply continues to exceed demand. The International Energy Agency (IEA) warns that supply growth will continue to outpace demand growth well into 2026. 

More about us

The risks of investing

Make an appointment