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What’s driving markets in 2026? Discover the key trends shaping the year ahead.
Our Capital Market Outlook for the first half of 2026 provides a clear assessment of the most important opportunities and risks for investors.
A deep dive into the investment topics which will shape the months ahead:
Bonds
Attractive yields of 6–9% from high-quality issuers are creating rare opportunities in the bond market. In a more stable interest-rate environment, quality and selectivity are once again coming to the fore.
Equities
Value and quality stocks are back in focus. Companies with strong balance sheets, sustainable business models and reliable cash flows are increasingly favoured by long-term investors.
Currencies
The US dollar remains under ongoing structural pressure. Diverging monetary policies and global capital flows highlight the importance of active currency management within diversified portfolios.
Commodities
Gold continues to provide stability, while copper stands out as a structural winner, supported by electrification, the energy transition and long-term infrastructure investment.
The first half of 2026 presents investors with a demanding yet opportunity-rich market environment, where disciplined asset allocation and active risk management are key.
At Genève Invest, we remain committed to helping clients make confident, informed decisions through proactive and strategic asset management.
Do you want to learn more?
We are happy to pass on more knowledge to you in this information brochure. As an established asset management company with more than 2 decades of experience and over 1,500 customers, Genève Invest is one of the renowned representatives of the financial sector.
Thanks to these decades of experience, we are able to give you, as a private investor, valuable first-hand insights into the area of profitable asset management.
