Global Investment Outlook 2026: Key Trends Shaping Markets

We are pleased to share our latest Satrix Fireside Chat featuring Nico Katzke, Head of Portfolio Solutions at Satrix, in conversation with Natasha Sarkaria, EMEA Investment Strategist at BlackRock.

As global markets navigate a more complex environment, characterised by geopolitical tension, evolving policy dynamics, and shifting capital flows, this discussion provides a clear view on how investors are positioning portfolios and where opportunities are emerging.

During the Session, They Explored:

• Global fund flows and asset allocation trends, including increased diversification beyond US markets into Europe and emerging markets
• Gold and commodities, with gold reinforcing its role as a portfolio diversifier supported by central bank and institutional demand
• Fixed income positioning, where income continues to drive returns, with a focus on quality credit
• European opportunities, particularly across financials, industrials, and healthcare sectors
• Emerging markets, supported by strong macro fundamentals, attractive real yields, and a stable to weaker US dollar backdrop
• Technology and AI trends, highlighting growing dispersion between infrastructure providers and software applications
• Key macro risks, including inflation pressures linked to energy markets and ongoing geopolitical developments

Satrix IndexMore enables us to bring South African investors a wide range of global insights, themes, and industry-leading thought leadership, enabling us to further our industry-leading position in ETFs and indexation.  

Watch the video to find out more. 

Disclosure 

Satrix Managers (RF) (Pty) Ltd is a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. With Unit Trusts, Exchange Traded Funds (ETFs) and Actively Managed ETFs (AMETFs) the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of ETFs and AMETFs, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange. ETFs and AMETFs are registered as a Collective Investment and can be traded by any stockbroker on the stock exchange, LISP platforms and or via online trading platforms. ETFs and AMETFs may incur additional costs due to being listed on the JSE. Past performance is not necessarily a guide to future performance, and the value of investments / units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF and AMETF Minimum Disclosure Document. AMETFs are ETFs which are actively traded by a Portfolio Manager to adjust the AMETF holdings and asset allocation with the aim to outperform the benchmark. AMETFs differ from ETFs which only track indices. The Manager does not provide any guarantee, either with respect to the capital or the return of a portfolio. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF and AMETF Minimum Disclosure Document and/or on https://satrix.co.za/products.