It is our pleasure to introduce Focus On 2026, Scotiabank Global Banking and Markets’ annual investment outlook report. In this year’s publication, we bring together experts from across our platform, including Economics, Foreign Exchange, Fixed Income, and Global Equity Research, to provide a multi-faceted view of the investment environment and opportunities in the year ahead.
Highlights
- We expect the disconnect between a weak global macro backdrop and strong equity markets to continue in 2026.
- Artificial intelligence spend, Federal Reserve rate cuts, fiscal stimulus, healthy commodity prices, presidential elections across LatAm, and nation-building projects in Canada are just some of the reasons why we are optimistic heading into 2026.
- U.S. trade policy uncertainty and weak domestic demand in China seem to be the biggest risks ahead.
Contact your Scotiabank Relationship Manager to receive the full report.
