Middle East and Africa Summit 2025

Navigating the Crosscurrents: Global Macro and Investment Outlook

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Global capital markets are being shaped by the interplay of diverging monetary policies, persistent inflationary pressures, and geopolitical realignments. Investors face a world where capital flows are shifting toward regions with stronger fiscal discipline, resource security, and political stability. Middle Eastern sovereign wealth funds are emerging as major allocators, influencing market dynamics well beyond the Gulf. Currency volatility and interest rate differentials are impacting cross-border investment strategies. Regulatory shifts in key economies are redefining market access and competitive advantage. In this environment, asset allocation decisions demand a sharper focus on resilience and opportunity capture. Where will the next waves of growth and risk emerge in 2026? How should investors recalibrate to thrive in a multipolar investment landscape?

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