Market Mosaic · Annual Report

Global Market
Outlook Report
2026

Part I: 2025 in Review — Key Market Drivers & Part II: 2026 Predictions & Strategic Implications

3.3%
Projected Global GDP 2026
72%
Enterprise AI Adoption
$2.2T
Clean Energy Investment
$3.3T
Total Energy Investment

AI adoption and clean energy investment trend chart for 2025
2025 Key Indicators
GDP Growth AI Adoption Clean Energy Trade Flow
Table of Contents
01
Economic FundamentalsGDP & inflation trends · Trade & supply chain disruptions · Consumer impact
02
Technological AdvancementsAI adoption rates · Digital infrastructure · AI personalization · Trust & adoption
03
Sustainability & Regulatory ShiftsClean energy investment · EV growth · Sustainable product adoption
04
Five Key Forces for 2026Economic divergence · AI acceleration · Climate · Trade · Labour market
01
Part I · 2025 in Review — Key Market Drivers

Economic
Fundamentals

Global GDP divergence · Inflation cooling · Trade disruptions · Commodity volatility · Consumer behaviour shifts

Global GDP growth diverged sharply between advanced and emerging economies

The global economy in 2025 presented a complex picture of divergent regional performances and shifting inflation dynamics. Advanced economies experienced moderate growth averaging 1.8-2.2%, while emerging markets demonstrated more robust expansion at 4.1-4.5% year-over-year (IMF, 2025)

Among major economies, India remained the fastest-growing, expanding at approximately 6.5%, supported by domestic demand and public investment. China's growth moderated to 4.0–4.7%, reflecting structural adjustments. Together, these trends highlight a world economy increasingly driven by emerging markets rather than advanced economies.

CHART 1.1: Global GDP Growth by Region, 2024-2025 Comparison

1.8–2.2%
Advanced Economy GDP Growth
IMF, 2025
4.1–4.5%
Emerging Market GDP Growth
IMF, 2025
6.5%
India — Fastest-Growing Major Economy
IMF, 2025
4.0–4.7%
China Growth — Structural Adjustment
IMF, 2025

CHART 1.2: Inflation Rate Trends, 2025

Inflation pressures that had dominated the 2022-2023 period continued their cooling trajectory throughout 2025. Advanced economies saw inflation rates decline from approximately 4.2% at year-end 2024 to a more manageable 2.5-3.0% by Q4 2025, approaching central bank targets in many jurisdictions. The United States navigated a particularly delicate balance, with the Federal Reserve managing to achieve a “soft landing” scenario as inflation approached the 2% target while unemployment remained relatively stable around 4.0-4.3%.

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Chapter 1 set the context.
Chapters 2 through 4 are where the decisions get made.

GDP is fragmenting. AI is moving from pilot to production. Trade routes are being permanently redrawn. Consumer spending is splitting into two economies with almost nothing in the middle.

This report tells you exactly where each of those forces is heading — and what it means for where you compete, how you price, and where you invest next.

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