2026 Market Outlook

February 3, 2026

By Brian Andrew, CFA®, Chief Investment Officer

After two strong years in financial markets, 2026 begins at a moment of meaningful transition. The economic environment remains constructive, but many forces that propelled returns in 2023 – 2025 are evolving. This year could potentially reward investors who stay balanced, disciplined, and focused on companies and asset classes with durable fundamentals. In this report, we summarize what shaped 2025 and highlight the themes and opportunities we believe will be most important in the year ahead.

Watch Brian’s full 2026 Market Outlook

Want a deeper look at what’s ahead? Download our 2026 Market Outlook PDF for timely insights and connect with your Merit advisor to talk through what it means for your strategy. Not currently working with an advisor? Schedule your complimentary consultation to start the conversation.

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