Article | 04.12.2025Renaissance, revolution and resilience - our capital market outlook for 2026
Renaissance, revolution and resilience - EB-SIM believes that these three terms will characterize the capital market year 2026. Europe will regain its strength and the US economy will remain dynamic thanks to its innovative power. Bonds will become significantly more attractive and equities will offer opportunities despite challenging valuations. At the same time, AI, geopolitical easing and sustainable trends are driving structural changes. The economic effect of the widespread use of AI will be felt in 2026 and will further revolutionize business processes. New technologies will make sustainable investments more precise, more robust and therefore even more economically relevant. You can find out which specific investment opportunities will arise from this and how we assess the markets in detail in EB-SIM's Capital Market Outlook 2026.