Will International Investment Inflows Surge in 2026?

Over the last few months, we have actually written about where billionaires live and how the uber-rich invest their money. What about how they invest? A new report from UBS has the responses. This year, the bank conducted its annual study of billionaire customers on numerous topics, consisting of where they plan to invest their cash for 12-month and five-year durations.

Forty percent of respondents said they see opportunity in Western Europe over the next 12 months, up from 18% in 2024. For China, 34% of respondents see chance versus 11% in 2015. The Asia Pacific area, excluding China, also saw an eight percentage point dive in interest, with 33% of participants bullish.

That was followed by a possible significant geopolitical conflict at 63%, policy uncertainty at 59%, and greater inflation at 44%."I do not see North America as the leading investment destination, even though its markets remain deep and innovative," one of UBS's European customers stated.

We prefer to shift focus toward real possessions, which provide more tangible value and security in unpredictable or inflationary environments. Equities over bonds can make good sense in the present cycle, however our approach emphasizes stability and resilience rather than short-term market relocations."Still, while shorter-term outlooks have actually changed given that last year, views for the next 5 years have generally stayed the exact same for most regions compared to 2024.

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Personal, not public, equity was the most typical possession where participants stated they mean to put their money over the next 12 months. Forty-nine percent stated they prepare to have their cash in direct private equity financial investments. The next most typical locations to invest were in hedge funds and public developed market equities, both at 43%.

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At the very same time, participants likewise revealed greater intents of pulling their money out of personal equity than openly traded stocks. UBS Examples of funds that provide direct exposure to the general public possessions billionaire investors are most bullish on for the year ahead consist of the iShares MSCI Eurozone ETF (EZU), iShares MSCI China ETF (MCHI), the Worldwide XEmerging Markets ex-China ETF (EMM), and the Lead Tax Managed Fund FTSE Developed Markets ETF (VEA).

Stacked bar chart showing cumulative ETF circulations (in billions of dollars) by country from 2015 to 2026. Each bar represents a year, with sectors for Brazil, Mexico, South Korea, China, Germany, Japan, Taiwan, and India. Worths above zero indicate inflows; below absolutely no show outflows. Circulations are volatile with time. A strong inflow appears in 2015, followed by a sharp outflow in 2016, driven mostly by Japan.

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Inflows increase once again in 2021, led primarily by China, and stay positive in 2022. Strong inflows continue in 2023 and 2024, with significant contributions from Japan and India. After a smaller favorable year in 2025, inflows increase once again to begin 2026, led by South Korea and Japan. Overall, the chart shows cyclical ETF flows from 2015 to 2025, followed by a sharp spike in early 2026.

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(Some global stocks do not have shares or ADRs listed on US exchanges. Based on companies' spending plans, these capital circulations are expected to continue in the coming months, Fidelity managers state.

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"Japanese companies have been leaders in offering foundational base materials and packaging-related innovations that are helping sustain the innovation taking place in the semiconductor market," says Masaki Nakamura, manager of the (). One company that has actually shown this style is (),4 a leader in materials used in chip fabrication and packaging.

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Another company that has benefited is (),6 a semiconductor supplier whose items support a broad variety of electronic and commercial applications.