2026-27 Economic and Market Outlook
In this episode of Infra A Penny, we step back from infrastructure to look at the wider economic and market picture shaping the end of the year ahead.
SIMCo CEO, Randall Sandstrom, shares his latest economic and market outlook, starting with the two opposing forces driving the global economy: the energy shock from the Middle East conflict and the productivity boost from AI.
He explores the outlook for the US, UK and Euro area in turn, from economic growth and labour markets through to inflation and the path for interest rates in each region. The episode also goes beyond the macro backdrop to consider what this means for markets: strong corporate earnings, the sell-off in government bonds, and the health of credit markets amid a wave of AI-related debt issuance.
Finally, Randall looks ahead to the key risks and opportunities he sees for investors as markets head into 2027.
Want to hear more on infrastructure and the credit market? Tune in to Infra A Penny, SIMCo’s podcast channel.
