2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs, concerns over fiscal dominance, and the ability of the Federal Reserve to maintain its independence.
This article was produced by Generali Investments as part of their valued industry partnership with Insurance Investor.
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs, concerns over fiscal dominance, and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
Will markets in 2026 show the same resilience?
What is the legacy of disruptive trade wars?
How will fiscal expansion and the AI revolution affect investment and innovation?
What part will real assets and private markets play?
To answer these questions and more, Generali Investments' specialist, affiliated asset management firms share their views on the risks and opportunities for the year ahead.
@Generali Investments.
