mercredi, 10 décembre, 2025
Vanguard’s 2026 economic and market outlook
mercredi, 10 décembre, 2025
Vanguard’s 2026 economic and market outlook
Join Vanguard’s economic experts for a deep-dive on our outlook for investors in 2026 – and beyond. The team will walk through the macroeconomic picture and how this translates into the return outlook for global markets. We’ll also delve into the influence of AI on GDP, profit margins and ultimately the long-term outlook for investors, including our expectations for interest rates, inflation and growth.
Register and submit your question now for our economists.
Presenters
Jumana Saleheen
Chief Economist and Head of Investment Strategy Group Europe, Vanguard
Profile
Jumana Saleheen, PhD, is chief economist and head of Vanguard Investment Strategy Group, Europe. She leads a team that conducts research on the global economy, with a focus on Europe, global capital markets, and related investment topics. Her specialty areas include monetary policy, international macroeconomics, ESG (environmental, social, and governance), and macroeconomics forecasting.
Jumana has extensive management and thought leadership experience, having previously served as the chief economist and head of sustainability at CRU, an economics consultancy in London. She also held several senior roles at the Bank of England, including head of division in the Financial Stability Directorate.
Jumana earned a PhD in economics from University College Londonand a BSc and MSc from the London School of Economics.
Shaan Raithatha
Senior Investment Strategist, Investment Strategy Group Europe, Vanguard
Profile
Shaan Raithatha is a senior economist in the Investment Strategy Group, primarily focusing on conducting global macroeconomic and investment strategy research in order to enhance the active fixed income portfolio management process. He also contributes to the thought leadership effort at Vanguard, writing and presenting on key economic and asset allocation issues.
Prior to joining Vanguard, Shaan worked as a macro strategist at HSBC Global Asset Management, where he specialised in both strategic and tactical asset allocation for HSBC’s active fixed income and multi-asset portfolios.
Shaan holds an MA degree in economics from the University of Cambridge and is a CFA charterholder.
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Any projections should be regarded as hypothetical in nature and do not reflect or guarantee future results.
Important information
For professional investors only (as defined under the MiFID II Directive) investing for their own account (including management companies (fund of funds) and professional clients investing on behalf of their discretionary clients). In Switzerland for professional investors only. Not to be distributed to the public.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
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© 2025 Vanguard Asset Management, Limited. All rights reserved.