Archive · 12 Dec 2025
Moody's Predicts Stable Outlook for Asset Management in 2026
Moody's, a ratings agency, says the global asset management industry will do okay in 2026.
They think the economy will stay about the same, with inflation going down in most places.
The US might cut interest rates, which could help the stock market and make asset managers more money.
But there are some worries.
Smaller asset managers might have a hard time because bigger ones have advantages.
Also, people are moving money to cheaper investment options, which might hurt profits.
On the bright side, alternative investments like private equity could do really well and make up more than half of the industry's money by 2030.
Moody's maintains a stable outlook for global asset management in 2026 due to steady AUM growth.
Global economic growth expected to remain flat with easing inflation across major economies.
US inflation forecasted to decline to 2.8% in 2026, prompting potential rate cuts by the Federal Reserve.
Equity markets performed strongly in 2025, but volatility may increase in 2026 due to sectors like AI.
Profitability pressures persist due to shift towards lower-fee ETFs and rising operational costs.
- Who
- Moody's Ratings
- What
- Maintained a stable outlook for the global asset management industry in 2026
- When
- Published on December 12, 2025
- Where
- Global asset management industry
- Why
- Due to steady AUM growth supported by lower interest rates and stable economic expansion
- Global Economic Growth
- Broadly flat over the next two years
- US Inflation Forecast
- 2.8% in 2026
- Federal Reserve Rate Cuts
- Expected in December 2025 and beyond
- Global AUM Projection
- Near record levels by end of 2025
- Profitability Pressures
- Persistent due to lower fees and rising costs
- Alternative Asset Growth
- Expected to outperform traditional strategies
- Private Markets Revenue
- More than half of industry's total revenue by 2030