Several analysts expect global investors to explore opportunities in cheap financial markets this year as concerns over an AI bubble lead traders to look beyond highly valued technology equities.

In April 2025, President Donald Trump’s sweeping tariffs sent U.S. stocks down to near bear market territory before returning to historic highs.

Analysts expect the rising momentum to continue in 2026, but investors may have to be judicious.
“This environment is ripe for active investing,” BlackRock strategists said.

In 2025, metal prices excelled as the dollar fell on expectations of Federal Reserve interest rate cuts, boosting emerging market assets.

However, strategists expect other asset classes to grow this year.