{"id":676181,"date":"2025-11-25T00:00:00","date_gmt":"2025-11-25T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/egypt\/2025\/11\/25\/what-will-the-investment-landscape-look-like-next-year\/"},"modified":"2025-11-25T00:00:00","modified_gmt":"2025-11-25T00:00:00","slug":"what-will-the-investment-landscape-look-like-next-year","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/egypt\/2025\/11\/25\/what-will-the-investment-landscape-look-like-next-year\/","title":{"rendered":"What will the investment landscape look like next year?"},"content":{"rendered":"

Goldm<\/strong>an Sachs Asset Management is out with its <\/strong>investment outlook for 2026<\/a><\/strong>(pdf)<\/a><\/strong>, giving us our first look into next year\u2019s investment landscape and potential market catalysts. The asset manager sees the possibility of easing fiscal cycles, continued significant investment in artificial intelligence, and a rebound in M&A momentum as key trends that could drive portfolio value growth next year. <\/p>\n

(Tap or click the headline above to read this story with all of the links <\/strong>to our background as well as external sources.)<\/p>\n

Setting the scene: <\/strong>Next year is expected to be shaped by central bank actions, trade stability, fiscal deficits, continued geopolitical tensions, credit risks in the banking sector, and high market concentration.<\/p>\n

BREAKING DOWN THE TRENDS- <\/strong><\/p>\n

#1- Rate cuts<\/strong> topped the list of trends likely to drive portfolio growth next year. \u201cWe believe easing cycles present opportunities across asset classes,\u201d the asset manager said. \u201cRate cuts could benefit fixed income, including front-end US Treasuries, and investment-grade credit, where the rate component of yields is higher than in the past, meaning total returns benefit from falling rates.\u201d <\/p>\n

Closer to home: <\/strong>The Fed moving forward with rate cuts sets the stage for merging markets to slash rates without having to worry about currency weakness. <\/p>\n

#2- <\/strong>The asset manager sees capital expenditure spending on AI<\/strong> by US tech giants \u201cremaining durable\u201d next year. The report notes that industry experts have repeatedly underestimated AI capex over the past couple of years. While initial public market excitement around generative AI focused on a limited set of stocks, Goldman Sachs\u2019 asset management arm expects investment potential to expand into other emerging companies. <\/p>\n

The fine print: <\/strong>While AI capex is one of the big drivers that can accelerate growth and unlock value within investment portfolios, the report notes that \u201creturn on investment visibility\u201d in AI companies is still limited, and that there is a need for a \u201crigorous analysis of business fundamentals\u201d of these entities. <\/p>\n

#3- <\/strong>It also expects the recovery of dealmaking<\/strong> that was seen this year to continue into next year, referring to the increase in M&A activity in the US and Europe. This uptick is expected to drive a broader revival in private equity activity and boost demand for private credit financing. A rise in M&A activity may also attract more attention to smaller companies, \u201cwhich form the backbone of activity.\u201d <\/p>\n

Other factors that could spur markets:<\/strong> The outlook also highlighted US tax cuts and deregulation, economic security, and global power demand \u2014 driven by AI and non-AI data demand \u2014 as trends that could drive growth in investment portfolios. <\/p>\n

MARKETS THIS MORNING- <\/p>\n

Asian markets are inching higher this morning<\/strong>, with South Korea\u2019s Kospi leading gains, up 1.1% in early trading. The Hang Seng, Shanghai Composite, and Nikkei are trailing behind. <\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

<\/use><\/svg><\/p>\n<\/td>\n\n

EGX30<\/strong> <\/p>\n<\/td>\n

\n

39,725<\/p>\n<\/td>\n

\n

-1.8% (YTD: +33.6%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CBE)<\/strong> <\/p>\n<\/td>\n

\n

Buy 47.69<\/p>\n<\/td>\n

\n

Sell 47.83<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CIB<\/strong>) <\/strong><\/p>\n<\/td>\n

\n

Buy 47.72<\/p>\n<\/td>\n

\n

Sell 47.82<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Interest rates (CBE)<\/strong><\/p>\n<\/td>\n

\n

21.00% deposit<\/p>\n<\/td>\n

\n

22.00% lending<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Tadawul<\/strong> <\/p>\n<\/td>\n

\n

10,852<\/p>\n<\/td>\n

\n

-1.4% (YTD: -9.8%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

ADX<\/strong> <\/p>\n<\/td>\n

\n

9,772<\/p>\n<\/td>\n

\n

-0.2% (YTD: +3.8%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

DFM<\/strong> <\/p>\n<\/td>\n

\n

5,831<\/p>\n<\/td>\n

\n

-0.1% (YTD: +13.0%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P 500<\/strong> <\/p>\n<\/td>\n

\n

6,705<\/p>\n<\/td>\n

\n

+1.6% (YTD: +14.0%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

FTSE 100<\/strong> <\/p>\n<\/td>\n

\n

9,535<\/p>\n<\/td>\n

\n

-0.1% (YTD: +16.7%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Euro Stoxx 50<\/strong> <\/p>\n<\/td>\n

\n

5,529<\/p>\n<\/td>\n

\n

+0.3% (YTD: +12.9%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Brent crude<\/strong> <\/p>\n<\/td>\n

\n

USD 63.37<\/p>\n<\/td>\n

\n

+1.3%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Natural gas (Nymex) <\/strong><\/p>\n<\/td>\n

\n

USD 4.52<\/p>\n<\/td>\n

\n

-0.8%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Gold <\/strong><\/p>\n<\/td>\n

\n

USD 4,168<\/p>\n<\/td>\n

\n

+0.9%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

BTC<\/strong> <\/p>\n<\/td>\n

\n

USD 88,292<\/p>\n<\/td>\n

\n

+1.7% (YTD: -5.6%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P Egypt Sovereign Bond Index<\/strong><\/p>\n<\/td>\n

\n

968.42<\/p>\n<\/td>\n

\n

+0.1% (YTD: +24.5%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P MENA Bond & Sukuk<\/strong><\/p>\n<\/td>\n

\n

152.18<\/p>\n<\/td>\n

\n

+0.1% (YTD: +8.8%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

VIX (Volatility Index)<\/strong><\/p>\n<\/td>\n

\n

20.52<\/p>\n<\/td>\n

\n

-12.4% (YTD: +19.0%)<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

THE CLOSING BELL-<\/p>\n

The EGX30 fell 1.8% at yesterday\u2019s close<\/strong> on turnover of EGP 8.4 bn (1.4% below the 90-day average). International investors were the sole net sellers. The index is up 33.6% YTD.<\/p>\n

In the green: <\/strong>Qalaa Holdings (+5.1%), TMG Holding (+3.1%), and EFG Holding (+2.6%).<\/p>\n

In the red: <\/strong>Ibnsina Pharma (-2.9%), Orascom Construction (-2.2%), and Orascom Development (-2.1%).<\/p>\n

CORPORATE ACTIONS- <\/p>\n

SODIC\u2019s general assembly greenlit a EGP 2.9 bn financial leasing <\/strong>agreement with EFG Finance\u2019s EFG Corp-Solutions<\/strong>, according to a disclosure to the EGX (pdf)<\/a>. The agreement covers the sale-and-leaseback of all land, buildings, and constructions of Building 1 in The Polygon business park in SODIC\u2019s Westown project in Sheikh Zayed.<\/p>\n","protected":false},"excerpt":{"rendered":"

Goldman Sachs Asset Management sees easing fiscal cycles and continued investment in AI as key trends that could drive portfolio value growth next year<\/p>\n","protected":false},"author":1,"featured_media":676182,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7210],"tags":[72,119,260,122,3330],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-676181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planet-finance","tag-enterpriseam","tag-financial-markets","tag-goldman-sachs","tag-planet-finance","tag-portfolio-investment","wpautop","entry"],"acf":{"mongo_id":"e7fccf1d-b73f-47d5-9265-72eaf84ac717","order":"11","is_powered_by":true,"story_type":"1","photo_url":"https:\/\/ent.news\/2025\/11\/1885.jpg","photo_position":"above","homepage_title":"","full_issue_title":"What will the investment landscape look like next year?","related_issue":[676162],"teaser":"Goldman Sachs Asset Management sees easing fiscal cycles and continued investment in AI as key trends that could drive portfolio value growth next year","voice_url":"https:\/\/s3.us-east-1.amazonaws.com\/ent.news\/audio\/2025\/11\/.c5eb111f-4196-49b1-99db-aea6330bb488.mp3"},"yoast_head":"\nWhat will the investment landscape look like next year? 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