April 2026 Global Market Outlook

2026

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1) This outlook provides a strategic view on global markets, focusing on the impact of geopolitical events and economic trends on asset allocation and investment opportunities.

2) * Key themes include crude oil price expectations, overweight positions in US and Asia ex-Japan equities, and a shift to overweight Developed Market High Yield bonds.
* The document details asset class views across fixed income, equity, gold, crude oil, and FX, with specific sector recommendations.
* It outlines Foundation and Foundation+ asset allocation models, performance reviews, and opportunistic ideas for investors.

3) Market Outlook, Equities, Bonds, Gold, FX

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