Ways to Maximise International Capital Returns in 2026

Over the last few months, we've written about where billionaires live and how the uber-rich spend their cash. What about how they invest? A brand-new report from UBS has the responses. This year, the bank performed its yearly study of billionaire customers on several subjects, including where they plan to invest their money for 12-month and five-year durations.

Forty percent of respondents said they see chance in Western Europe over the next 12 months, up from 18% in 2024. For China, 34% of participants see opportunity versus 11% last year. The Asia Pacific area, excluding China, also saw a 8 percentage point dive in interest, with 33% of respondents bullish.

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

We prefer to move focus towards genuine assets, which offer more tangible worth and protection in unpredictable or inflationary environments. Equities over bonds can make good sense in the existing cycle, but our technique stresses stability and durability 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 actually normally stayed the exact same for most areas compared to 2024.

Critical Tips for Navigating 2026 Overseas Investment Opportunities

Private, not public, equity was the most typical asset where respondents stated they plan to put their cash over the next 12 months. Forty-nine percent stated they prepare to have their cash in direct private equity investments. The next most typical locations to invest remained in hedge funds and public developed market equities, both at 43%.

ANSR July GCC PRs 50DR+

At the same time, respondents also revealed greater intentions of pulling their money out of personal equity than publicly traded stocks.

Stacked bar chart showing cumulative ETF flows (in billions of dollars) by country from 2015 to 2026. Each bar represents a year, with segments for Brazil, Mexico, South Korea, China, Germany, Japan, Taiwan, and India.

Current GCC Stock Market Cycles to Watch

Strong inflows continue in 2023 and 2024, with noteworthy 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.

AI is not just a United States story. This massive costs on AI facilities has actually assisted create company development around the globe.

(Some global stocks do not have shares or ADRs noted on US exchanges. Based on business' spending strategies, these capital circulations are anticipated to continue in the coming months, Fidelity managers say.

Critical Tips for Navigating 2026 Foreign Investment Climates

"Japanese business have actually been leaders in providing foundational base products and packaging-related technologies that are helping sustain the development occurring in the semiconductor industry," states Masaki Nakamura, supervisor of the (). One company that has actually shown this style is (),4 a leader in products used in chip fabrication and product packaging.

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Another company that has benefited is (),6 a semiconductor provider whose products support a broad series of electronic and industrial applications.