State Street Investment Management released the “2026 Global Market Outlook”, which takes a “prudently optimistic” stance on the 2026 market outlook. The upward risk caused by tariff uncertainty outweighs the downside risk, and benefits from favorable factors such as the rise of artificial intelligence and the introduction of more fiscal stimulus policies in major markets. Overall, State Street Investment Management is optimistic about the stock market and favors US stocks slightly, although US stocks have hidden concerns such as overvaluation and excessive market concentration. In terms of fixed income, State Street Investment Management believes that developed economies' government bonds are more attractive than corporate bonds based on factors including narrow interest spreads, policy background, and the possibility of more potential shocks. As investors adopt more diversified investment strategies, assets such as gold and other commodities, physical assets, and private equity markets will all benefit.

State Street Investment Management released the “2026 Global Market Outlook”, which takes a “prudently optimistic” stance on the 2026 market outlook. The upward risk caused by tariff uncertainty outweighs the downside risk, and benefits from favorable factors such as the rise of artificial intelligence and the introduction of more fiscal stimulus policies in major markets. Overall, State Street Investment Management is optimistic about the stock market and favors US stocks slightly, although US stocks have hidden concerns such as overvaluation and excessive market concentration. In terms of fixed income, State Street Investment Management believes that developed economies' government bonds are more attractive than corporate bonds based on factors including narrow interest spreads, policy background, and the possibility of more potential shocks. As investors adopt more diversified investment strategies, assets such as gold and other commodities, physical assets, and private equity markets will all benefit.