January 08, 2026

Tailwinds | 4Q Macro & Markets Insights

Capital Markets

After an eventful year for investors in 2025, what does Bernstein’s Investment Strategy Group expect to drive the markets in 2026?

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Key Takeaways

A supportive policy environment should set up a continued and more stable economic expansion in 2026

AI and a strong economic backdrop suggest that earnings growth should be strong, creating a welcome tailwind for stocks and other assets

The labor market, a K-shaped economy, geopolitical events, and midterm elections will all be worth watching in 2026, but may not be determinative for investors

Portfolio Positioning Advice

What else may be impacting your investments?

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Tailwinds | 4Q Macro & Markets Insights

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Tailwinds | 4Q Macro & Markets Insights

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