Research
Global Outlook
Emerging Markets Outlook 2026
Strategic and geopolitical positioning across priority geographies.
2026 · 68 pages
Summary
A structured view on capital flows, sovereign strategy and cross-border investment across the Gulf, Latin America, Africa and selected Asian markets. The report examines where opportunity concentrates, how institutional capital is being deployed, and which structural themes will define international strategy in the year ahead.
Selected findings
- 01Sovereign capital is the decisive marginal investor in a growing share of large cross-border transactions.
- 02The Gulf continues to consolidate its role as an allocator, operator and diplomatic bridge.
- 03Latin America is regaining strategic weight through energy, agriculture and critical minerals.
- 04Selected African markets present asymmetric opportunity in infrastructure and digital services.
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