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2026 Thematic Outlook: Charting The Themes Impacting Markets

Economic, business outlook concept. Financial, business view or economic growth forecast for 2026. Businessman working on laptop with OUTLOOK 2026 text and business trend icons on virtual screen.

Parradee Kietsirikul/iStock via Getty Images

By Jay Jacobs

From AI, to cryptocurrency, to geopolitical fragmentation and infrastructure, themes are driving markets and changing our daily lives. Our 2026 thematic outlook explores 10 key charts that illustrate what we’ve learned, what has changed, and a look

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