2026 年资本市场展望：五大核心主题令我们对该板块整体持积极看法-Americas Capital Markets_ 2026 Capital Markets Outlook_ Five Key Themes leave us broadly constructive on the group

5 January 2026 | 4:12PM EST Equity Research AMERICAS CAPITAL MARKETS 2026 Capital Markets Outlook: Five Key Themes leave us broadly constructive on the group We are broadly positive on our Capital Markets coverage into 2026, with Alternative and Traditional managers presenting the most compelling upside, followed by Brokers and Trust Banks. We zone in on five themes expected to drive earnings and share prices over the course of the year including: Goldman Sachs does and seeks to do business with companies c ...