Saxo has released its Outrageous Predictions 2026, a set of “low probability, high impact” scenarios that test investors’ assumptions about the next two years. These are not Saxo’s base case forecasts but thought experiments designed to “stretch the imagination and sharpen debate about what could happen if things leap forward in unexpected ways”. The themes stretch from quantum computing and artificial intelligence (AI) to celebrity culture, obesity drugs and a partial gold standard for China’s currency.
For investors, the value lies less in the precise scenarios and more in the prompts to stress-test portfolios against sudden changes in technology, politics and policy. Here is a summary of the eight scenarios in Saxo’s Outrageous Predictions 2026 and the market angles to watch.
