Erste Insights 2026

The Chief Investment Office Outlook:
Markets and Investment Strategies

Erste Insights 2026: cutting through the noise

Erste Group presents its capital markets outlook for 2026 - a year that is likely to be characterized by growth, declining inflation, as well as investment opportunities despite the ongoing geopolitical tensions and structural changes.

This newly published 'Erste Insights 2026' report by Erste Group's Group Chief Investment Office – prepared in collaboration with experts from Erste Group Research and Erste Asset Management – presents an economic outlook for 2026, highlights key structural trends, and provides possible asset allocations as well as practical investment strategies.

It helps investors cut through the increasing noise, create clarity amid uncertainty, and identify opportunities despite complexity.

Erste Insights 2026: cutting through the noise

Erste Group presents its capital markets outlook for 2026 - a year that is likely to be characterized by growth, declining inflation, as well as investment opportunities despite the ongoing geopolitical tensions and structural changes.

This newly published 'Erste Insights 2026' report by Erste Group's Group Chief Investment Office – prepared in collaboration with experts from Erste Group Research and Erste Asset Management – presents an economic outlook for 2026, highlights key structural trends, and provides possible asset allocations as well as practical investment strategies.

It helps investors cut through the increasing noise, create clarity amid uncertainty, and identify opportunities despite complexity.