Investment Outlook
Global Outlook - November 2026
Summary
The report opens with a broad assessment of the global macro and market landscape, covering key developments across major economies, geopolitical risks and the main forces shaping financial markets. This edition focuses on the 2026 US midterms and their market implications, vulnerabilities and valuation opportunities in small caps, France’s 2027 fiscal test, and the economic front of the war in Ukraine. The second section presents our strategic and tactical views across asset classes, including fixed income, equities, currencies and commodities, providing insights on their relative attractiveness and strategic investment recommendations.
Authors
- Tom PetitHead of Investment Research
- Elias BouzamondoHead of Investment Research
- Emanuele BozzoHead of Fixed Income
- Paul ChatinHead of FX & Commodities
- Mylan MonteilHead of Equities
- Pierre-Philippe DerckxFixed Income Strategist
- Mark SolomonFixed Income Strategist
- Clemente CarbonaroFixed Income Strategist
- Lancelot d'HalluinFixed Income Strategist
- Oscar BowyerEquities Strategist
- Alexander BruneEquities Strategist
- Bernardo Cohen HallaleEquities Strategist
- Irene VaccaroFX & Commodities Strategist
- Elliot BlanckaertFX & Commodities Strategist
- Damien DejanovskiFX & Commodities Strategist
- Daria ZaborovetsFX & Commodities Strategist
Details
- Published
- 15 November 2026
- Division
- Investment Research
- Type
- Investment Outlook
- Pages
- 23
- Authors
- 16
Cite this report
Minerva Investment Management Society (2026). Global Outlook - November 2026. Investment Research. https://minervaims.org/archive/global-outlook-november-2026
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