Lonza and the next wave of healthcare solutions

As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.

Global equity income may merit attention as inflation lingers, valuations stay stretched and investors seek more resilient, less correlated equity exposure.

The S&P 500’s history shows that despite recessions, wars, inflation, and corrections, the market’s long-term trajectory has remained upward. As the U.S. marks 250 years of resilience, the lesson for investors is clear: wealth is built through patience, discipline and staying invested.

U.S. policy uncertainty has remained elevated and consumer sentiment has weakened. Even so, the economy has stayed resilient, and because growth has held up better than sentiment and headlines suggest, we continue to forecast 2% U.S. growth in 2026, in line with trend.