Investors Shift Toward Durable, Selective Portfolio Construction

Global markets ended 2025 stronger with equity gains led by a narrow set of technology and AI leaders, while the IMF forecasts about 3.3% global growth in 2026. Bond markets have regained strategic relevance as yields reset higher, and the UAE is expected to grow near 5% in 2026 driven by non-oil expansion. AIX Investment Group recommends durability, selectivity, and geographic diversification.