Healthcare has underperformed for some time, weighed down by tariffs, considerations related to China, politics, and interest rates and inflation. Yet we see green shoots and look to 2026 as a year of more optimism and industry proactiveness. We look forward to exploring what’s ahead for the industry at our annual Global Healthcare Conference, to be held in Miami Dec. 2-4.

The evolution of sustainable investment in 2025 creates an opportunity for investors and corporates to realign a sustainable investment thesis by considering Security, Resilience and Defense. In this Citi Research note we identify both drivers and solutions, using the lens of long-term resilience.

The new edition of Citi Research’s Global Equity Quarterly updates our global equity allocation. While we remain constructive on global equities, we worry that stretched valuations could cap future upside if earnings per share fail to deliver. We see three key themes as likely to shape equity-market performance, led by the broadening thesis, in which strong growth in earnings per share leads to a broad-based rally.

In a new presentation, Citi Research offers fourth-quarter and 2026 outlooks for more than 25 commodity markets, along with updated analysis of the global macro backdrop. Among our key takeaways, we see the ongoing bull market in gold and silver and the moderate bear market in crude oil continuing into early next year.

Global growth remains on a solid trajectory, with activity holding up surprisingly well despite tariff-related uncertainty. But in a new Citi Research note, Chief Economist Nathan Sheets and a team of analysts and economists warn there's still another shoe to drop as tariffs increasingly bite. We see global growth slowing to below 2% during the second half before bouncing back to 2.5% next year. 

Across the economic landscape, no variable looms as large as productivity growth. Will AI bring an appreciable uplift to U.S. productivity growth and, if so, when? What are the implications for investors and financial markets? This latest Must C report examines these questions and more.