1Q26_ Quarterly Outlook Report_Final_EN - Flipbook - Page 2
T H E P LUMB LI N E | A RETU RN TO F I RS T PRI N CI PL ES
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GLOBAL PERSPECTIVES, REGIONAL INSIGHTS
E CO N O M I C & M A R K E T O U T LO O K
04
Global economic outlook
13
Global investment strategy
27
Spotlight | Artificial Intelligence
41
Commodities
44
Foreign Exchange Outlook
R E G I O N A L E CO N O M I C O U T LO O K
47
Canada
57
United States
67
Eurozone
72
United Kingdom
77
China
84
Japan
90
Mexico
96
Brazil
102
Chile
106
Peru
AS S E T C L AS S ST R AT E GY
110
Global Asset Allocation
121
Equities
137
Fixed Income
1
