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By Lionel De BROUX, Chief Investment Officer Jade Marie BAJAI, Investment Strategist, Banque Internationale à Luxembourg
In many ways, 2025 marked the starting gun of a new race – one defined by rapid technological adoption, a reconfigured trade order, and a recalibration of global power. These shifts will require periods of adjustment, but they will also create new winners - some expected, and others less so. The central question is no longer simply what comes next, but who will lead: which sectors, regions and strategies will pull ahead in the contest for capital, innovation and resilience.
Despite heightened uncertainty, global growth has proven more resilient than anticipated. In 2026, we expect more of the same; growth below...
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