2026 Global Economic & Investment Outlook

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2026 Global Economic & Investment Outlook

กลับมาอีกครั้งเป็นปีที่ 10 ติดต่อกัน สำหรับการรวบรวมมุมมองด้านเศรษฐกิจและการลงทุนในปีหน้า บทความนี้ผมก็ได้รวบรวมลิงก์ของเอกสารที่ได้รับการเผยแพร่ให้อ่านกันได้ฟรี จากสถาบันการเงิน/กลุ่มธุรกิจจัดการลงทุน/กลุ่มธุรกิจธนาคาร/ที่ปรึกษาการลงทุน ฯลฯ ชั้นนำระดับแนวหน้าทั้งในไทยและทั่วโลก มาไว้ให้ทุกท่านอ่านเช่นที่เคยทำมาเป็นประจำทุกปี

โดยทุกท่านสามารถ Download เก็บไว้อ่านได้เลยครับรวมทั้งหมด (เฉพาะในรูปแบบไฟล์ .pdf) ไว้ที่นี่แล้ว Click ครั้งเดียวดูได้ครบเลย

https://bit.ly/2026-InvestmentOutlook

หรือจะเลือกดูตามรายสถาบัน/รายบริษัท ได้ดังนี้ (ข้อความสีเทา คือ ลิงก์ที่ยังไม่มีการอัปเดตข้อมูลของปี 2026 ซึ่งจะทยอยอัปเดตใหม่เป็นระยะ)

Goldman Sachs

• https://am.gs.com/en-lu/advisors/insights/article/investment-outlook

UBS

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/year-ahead.html

J.P. Morgan

• https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/outlook

• https://www.jpmorgan.com/insights/global-research/outlook/market-outlook

• https://am.jpmorgan.com/hk/en/asset-management/adv/insights/market-insights/market-outlook-2026

• https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/investment-outlook/

• https://am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/investment-outlook/macro-outlook/

• https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/alternatives/alternatives-outlook/

• https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/

• GTM US: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM UK: https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM EU: https://am.jpmorgan.com/pt/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/

• GTM Asia: https://am.jpmorgan.com/sg/en/asset-management/per/insights/market-insights/guide-to-the-markets/

• GTM Australia: https://am.jpmorgan.com/au/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

Morgan Stanley

• https://www.morganstanley.com/Themes/outlooks

• https://www.morganstanley.com/im/en-ch/intermediary-investor/insights/articles/the-beat-dec2025.html

• https://www.morganstanley.com/insights/articles/global-economic-outlook-2026

• https://www.morganstanley.com/insights/articles/stock-market-investment-outlook-2026

Vanguard

• https://advisors.vanguard.com/insights/article/2026-economic-and-market-outlook

• https://advisors.vanguard.com/insights/article/series/market-perspectives

• https://investor.vanguard.com/investor-resources-education/education/market-summary

BlackRock

• https://www.blackrock.com/us/financial-professionals/insights/blackrock-investment-institute/outlook

• https://www.blackrock.com/us/financial-professionals/insights/weekly-commentary

• https://www.blackrock.com/institutions/en-us/insights/charts/capital-market-assumptions

• https://www.blackrock.com/institutions/en-us/insights/private-markets-outlook

• https://www.ishares.com/us/insights/2025-thematic-outlook 

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/mega-forces

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/interactive-charts/return-map

Morningstar

• https://www.morningstar.com/business/insights/blog/markets/2026-global-outlook-for-investment-professionals

• https://mp-morningstar.com/2026-outlook

• https://www.morningstar.com/markets/3-big-ideas-help-investors-prepare-2026

• https://www.morningstar.com/portfolios/5-smart-ways-diversify-your-portfolio-2026

• https://www.morningstar.com/portfolios/3-contrarian-investment-ideas-2026

• https://www.morningstar.com/funds/best-funds-rebalance-your-portfolio-2026

BofA & Merrill

• https://www.privatebank.bankofamerica.com/articles/2026-outlook-economy-and-markets.html

• https://www.ml.com/capital-market-outlook.html

• https://www.ml.com/articles/economic-market-outlook-2026.html

• https://www.ml.com/articles/2026-outlook-economy-and-markets.html

• https://www.ml.com/articles/2026-year-ahead-outlook-ml.html

Citi

• https://www.privatebank.citibank.com/insights/liquidity-a-subtle-support-for-2026

• https://www.citigroup.com/global/insights/prospects-for-2026-goldilocks-performance-but-risks-linger

Allianz

• https://www.allianzgi.com/en/insights/outlook-and-commentary/outlook-2026

Charles Schwab

• https://www.schwab.com/learn/story/stock-market-outlook

• Global: https://www.schwab.com/learn/story/international-stock-market-outlook

• USEQ: https://www.schwab.com/learn/story/us-stock-market-outlook

• Fixed Income: https://www.schwab.com/learn/story/fixed-income-outlook

  • https://www.schwab.com/learn/story/municipal-bond-outlook

  • https://www.schwab.com/learn/story/corporate-bond-outlook

  • https://www.schwab.com/learn/story/fixed-income-outlook

  • https://www.schwab.com/learn/story/financial-planning-outlook

  • https://www.schwab.com/learn/story/personal-finance-calendar

State Street Global Advisors

• https://www.ssga.com/us/en/individual/etfs/insights/etf-market-outlook

• https://www.ssga.com/us/en/individual/mf/insights/global-market-outlook

Franklin Templeton

• https://www.franklintempleton.com/insights/collections/global-investment-outlook-2026

• https://www.franklintempleton.com/articles/2025/institute/global-investment-outlook-2026-and-beyond

• https://www.ftinstitutional.com/insights/capital-market-expectations

Barclays

• https://privatebank.barclays.com/insights/outlook-2026-11-2025/

Pictet

• https://www.pictet.com/sg/en/insights/markets

• https://www.pictet.com/sg/en/insights/global-economic-outlook-2026

• https://www.pictet.com/sg/en/insights/am/annual-outlook-for-2026

• https://am.pictet.com/sg/en/intermediaries/investment-views/multi-asset/2025/annual-outlook-for-2026

Wells Fargo

• https://www.wellsfargoadvisors.com/research-analysis.htm

• https://www.wellsfargoadvisors.com/research-analysis/commentary/looking-ahead/looking-ahead.pdf

• https://www.wellsfargoadvisors.com/research-analysis/strategy/weekly.htm

• https://www.wellsfargoadvisors.com/research-analysis/outlook-video.htm

Macquarie

• https://www.macquarie.com/us/en/insights/2026-global-economic-and-market-outlook.html

• https://www.macquarie.com/assets/macq/about/company/macquarie-asset-management/global-outlook/2026/mam-global-outlook-report-2026-unlocking-alpha-in-disruptive-times.pdf

Janus Henderson Group

• https://www.janushenderson.com/en-us/advisor/insights/investment-outlook-2026/

Principal

• https://www.principalam.com/us/insights/macro-views/2026-perspectives

UOB

• https://www.uobgroup.com/uobgroup/research/uob-house-view.page

• https://www.uobgroup.com/research/quarterly-global-outlook.page

ING

• https://www.ingwb.com/en/insights/articles/outlook-2026-the-world-right-now

HSBC

• https://www.assetmanagement.hsbc.co.uk/en/intermediary/2026-investment-outlook

• https://www.expat.hsbc.com/wealth/insights/market-outlook/investment-outlook/ai-transformation-underpins-a-bull-market-outlook

• https://www.privatebanking.hsbc.com/wih/investments-Insights/House-views/investment-outlook-q1-2026-resilience-in-a-transforming-world/

• https://www.privatebanking.hsbc.com/wih/investments-Insights/House-views/top-trends-and-high-conviction-themes-q1-2026/

Amundi

• https://research-center.amundi.com/article/2026-investment-outlook

Capital Group

• https://www.capitalgroup.com/advisor/insights/categories/outlook.html

KKR

• https://www.kkr.com/insights/outlook

Wellington Management

• https://www.wellington.com/en/insights/investment-outlook

Julius Baer

• https://www.juliusbaer.com/en/insights/market-insights/cio-views/secular-outlook-capital-market-assumptions-2026/

• https://www.juliusbaer.com/en/insights/market-insights/cio-views/secular-outlook-2026/

Lombard Odier

• https://www.lombardodier.com/insights/2025/december/outlook-2026.html

• https://www.lombardodier.com/insights/2025/december/investing-in-2026-broadening-regional-and-sector-level-equity-exposure.html

• https://www.lombardodier.com/insights/2025/december/strategic-asset-shifts.html

Standard Charter

• https://www.sc.com/en/wealth-retail-banking/wealth-solutions/wealth-insights/

• https://www.sc.com/en/news/wealth-retail-banking/2026-outlook-blowing-bubbles/

Deutsche Bank

• https://wealth.db.com/en/insights/investing-insights/economic-and-market-outlook/cio-annual-outlook-2026-investing-in-tomorrow.html

Deloitte

• 2026 Investment Management Outlook: https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.html

• 2026 Global Insurance Outlook: https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/insurance-industry-outlook.html

Schroders

• https://www.schroders.com/en/global/individual/outlook/

• https://www.schroders.com/en/global/individual/insights/outlook-2026-take-an-active-approach-to-valuation-risk-and-seek-opportunities-to-diversify/

• Equity: https://www.schroders.com/en/global/individual/insights/outlook-2026-robust-earnings-and-ongoing-investment-in-new-technologies-may-continue-to-support-global-equities/

• Fixed Income: https://www.schroders.com/en/global/individual/insights/outlook-2026-global-bond-market-conditions-will-demand-an-active-management-approach/

Mercer

• https://www.mercer.com/insights/investments/market-outlook-and-trends/economic-and-market-outlook

Invesco

• https://www.invesco.com/ca/en/insights/investment-outlook.html

• https://www.invesco.com/ca/en/insights/2025-narratives-fed-ai-rates.html

• https://www.invesco.com/se/en/insights/quarterly-global-asset-allocation-portfolio-outlook.html

T. Rowe Price

• https://www.troweprice.com/en/us/insights/global-market-outlook

NatWest

• https://www.natwest.com/corporates/insights/markets/the-year-ahead-2026.html

• https://www.natwest.com/investments/our-insights/investment-outlook-2026.html

BNP Paribas & AXA

• https://www.bnpparibas-am.com/en/investment-outlook-2026/

• https://globalmarkets.cib.bnpparibas/global-outlook-2026-in-a-good-place/

• https://www.axa-im.com/investment-institute/market-views/annual-outlook/outlook-2026-core-investment-implications

Apollo

• https://www.apollo.com/insights-news/insights/2025/12/2026-outlook-from-apollo-s-chief-economist

• https://www.apollo.com/insights-news/insights/the-view-from-apollo/2025/12/2026-outlook--resilience-meets-momentum

BNY Mellon

• https://www.bny.com/corporate/global/en/outlook-2026.html

• https://www.bny.com/wealth/global/en/insights/2025outlook.html

• https://www.bny.com/investments/us/en/individual/perspectives/all-market-insights.html

• https://www.bny.com/investments/us/en/individual/investment-institute.html

• https://www.bny.com/investments/us/en/individual/articles/markets-and-economy/capital-market-assumptions-above-the-noise.html

Pimco

• https://www.pimco.com/gbl/en/insights/charting-the-year-ahead-investment-ideas-for-2026

Fidelity

• https://professionals.fidelity.co.uk/perspectives/outlook

• https://www.fidelityinternational.com/articles/expert-opinions/macro-and-multi-asset-time-to-broaden-horizons-f6ed30

Russell Investment

• https://russellinvestments.com/us/global-market-outlook

Man Group

• https://www.man.com/outlook-2026

abrdn

• https://www.aberdeeninvestments.com/en-sg/investor/investment-solutions/outlook2026

Santander

• https://www.santanderassetmanagement.com/insights/annual-market-outlook-2026

Robeco

• https://www.robeco.com/en-int/2026-investment-outlook

Columbia Threadneedle

• https://www.columbiathreadneedleus.com/insights/latest-insights/2026-macroeconomic-outlook-treading-a-finer-line

• https://www.columbiathreadneedleus.com/insights/latest-insights/2026-equity-outlook-harnessing-growth-with-a-broad-view

• https://www.columbiathreadneedleus.com/insights/latest-insights/2026-fixed-income-outlook-seizing-opportunities-in-a-rate-cutting-cycle

S&P Global

• https://www.spglobal.com/ratings/en/research-insights/topics/outlooks

Lazard

• https://www.lazardassetmanagement.com/us/en_us/research-insights/investment-insights/investment-research/global-outlook-2026

• https://www.lazardassetmanagement.com/us/en_us/research-insights/market-insights/behind-the-headlines/december-19-2025

Mastercard

• https://www.mastercardservices.com/en/resources/economics-institute

Kasikorn

• https://www.kasikornasset.com/th/Documents/2026_KAsset_Investment_Playbook.pdf

• https://www.kasikornasset.com/th/Pages/GlobalPartnership/KAssetJPMAM.aspx

Krungsri

• https://www.krungsri.com/en/research/macroeconomic/economic-outlook/outlook-2026

• https://www.krungsri.com/th/wealth/krungsri-exclusive/investment

KKP Edge

• https://youtu.be/kgt8NgtNbRM

SCB/SCBEIC

• https://www.scbeic.com/th/macroeconomics/global-economy

• https://www.innovestx.co.th/cafeinvest/strategy-insight/investment-outlook/yearbook/investmentstrategy-yearbook2025-20241212

BBLAM

• https://www.bblam.co.th/bualuang-insights/economic-insights/2026-global-macro-outlook-and-implications-tech-sector-1

Pine Wealth Solution

• https://www.pinewealthsolution.com/market_outlooks

Eastspring Investments

• https://www.eastspring.com/2026-market-outlook

Tisco Wealth

• https://www.tiscowealth.com/tisco-investment-outlook-2026/

IMF & WEF

• https://www.imf.org/en/Publications/WEO

• https://www.weforum.org/publications/

ARK Invest

• https://www.ark-invest.com/big-ideas-2026

Coinbase

• https://www.coinbase.com/institutional/research-insights/research/market-intelligence/2026-crypto-market-outlook

Finnomena

• https://www.finnomena.com/finnomenafunds/2026-investment-outlook-full/

• https://www.finnomena.com/finnomenafunds/yearly-outlook-2026/

• https://www.finnomena.com/category/investment-view/

สรุปโดยเพจต่าง ๆ

• Fun Manager: https://www.facebook.com/photo/?fbid=1367406115399436&set=a.679166340890087

ขอให้สนุกกับการอ่าน และโชคดีกับการลงทุนในปี 2026 ครับ ^^

รวบรวมโดย @talktoKasidis จาก Siam Wealth Management

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