The IMF’s WEO – A Silver Lining Amid the Chaos
In its latest World Economic Outlook, the IMF outlines a scenario of moderate global growth through 2026, supported by resilient private sectors, easing financial conditions, and improving policy frameworks—particularly across emerging markets. While trade tensions, fiscal pressures, and policy complexity continue to pose downside risks, clearer global agreements and AI-driven productivity gains offer a potential upside, reinforcing the case for diversification beyond U.S. assets.
