Developed Markets

Explore the Global Credit Outlook 2026: A concise overview of key trends in global credit markets, from macroeconomic shifts and corporate fundamentals to AI-driven investments and market opportunities. Gain insights to navigate the year ahead effectively.

The surge in AI capex is driving a rapid increase in bond issuance in the investment grade market. High yield bonds are on track to generate solid returns for 2025; we continue to favor telecoms and energy. The Swiss bond market has once again moved to its own rhythm.

In questo capitolo conclusivo dell’anno, i mercati hanno evidenziato una combinazione di cautela e consolidamento. Quali fattori stanno delineando la trama di ciò che potrebbe attenderli nel 2026? Scopriamolo nell’ultimo Investors’ Outlook.