Markets in 2026: Forecasts and Strategies from Investment Firms

International investment firms outline a complex reality for 2026, where global growth is expected to continue with resilience, but with increased fluctuations in financial markets.

The OECD forecasts global economic growth of 2.9% in 2026, while the International Monetary Fund estimates 3.1%. Financial institutions such as Barclays and UBS predict growth between 2.4% and 3.3%.

Citigroup forecasts the S&P 500 index at 7,700 points, while Oppenheimer Holdings forecasts 8,100 points. BlackRock estimates that artificial intelligence will drive investments, with India emerging as a significant choice.

In the commodities sector, Goldman Sachs predicts an increase in the price of gold to $4,900 per ounce by 2026.

J.P. Morgan expects gold to exceed $4,000 per ounce in 2026, due to geopolitical uncertainty and a weak dollar. RBC Capital Markets estimates that the price of gold could move even higher than $5,100 per ounce in 2026, with the most likely range being around $4,200–4,430 per ounce.