Where Markets Will Go in 2026

As we head toward 2026, I am struck by how polarized the outlook has become. Depending on who you listen to, the global economy is either on the verge of a golden age powered by AI and productivity or about to tip into a slow motion crisis driven by debt, geopolitics, and policy mistakes. As is usually the case, reality will land somewhere in between. For investors, that middle ground is where money is made. Not by predicting one perfect outcome, but by understanding the range of possibilities and positioning portfolios to benefit if things go right while surviving if…