Are you ready for 2027?
The forces supporting growth are also creating new vulnerabilities. Here’s what it means for your business.
Download nowGlobal Shifts Ahead: Your Guide to 2027 Strategy
Trade tensions, geopolitical conflict and fiscal pressures were expected to slow the global economy in 2026. Instead, growth proved remarkably resilient, supported by a relentless wave of AI-led investment and resilient consumer demand. As we look towards 2027, the same forces driving growth are also creating new risks. Intensifying competition for capital, strategic bottlenecks, and greater government intervention are reshaping the global economic landscape. Our 2027 outlook dives into these three key forces and explores how they could shape international trade, currency markets and business decision-making in the year ahead. This is a must-read for any business navigating global markets.
AI-led investment exceeding $1trn in 2026 has emerged as a powerful growth engine.
Borrowing costs globally are at multi-decade highs as inflation concerns and competition for capital heats up.
The resilience of the global economy should not be underestimated, but neither should the vulnerabilities that accompany it.
Analyst videos
French sovereign stress has returned to the centre of the FX conversation. As bond spreads widen and political uncertainty complicates the path toward fiscal consolidation, Kevin Ford and George Vessey consider whether comparisons with the original euro c…
Rising bond yields, hawkish Fed signals and higher oil prices drove markets, while a sharp USD/JPY sell-off added volatility.
A relatively small Treasury intervention has sent a much larger signal across global markets. After the US announced plans to double its long-end buybacks, yields briefly retreated and the dollar came under pressure, bringing debt sustainability and polic…
Converge
Converge brings together the brightest minds payments and fintech to explore the future of finance amid rapid technological change and global uncertainty.
Listen to the podcastThe world has changed: Are you ready for 2027?
Take advantage of this sharp, forward-looking analysis of the forces redefining global finance, and position your business for success.
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