Major institutional players are entering 2026 with a notably bullish outlook on markets. According to their latest trading desk analysis, there are solid reasons backing this sentiment—and they've identified four key trades worth watching closely.

The thesis centers on shifting economic conditions and favorable positioning across multiple asset classes. Rather than broad-based euphoria, this is a tactically-informed move based on specific market dislocations and opportunity zones.

Those four preferred trades? They're strategically positioned to capture different facets of the expected market movement. Some focus on traditional macro themes, while others tap into emerging opportunities that have been overlooked or repriced lower.

What makes this particularly relevant: when major trading desks adjust their playbook, retail and institutional investors alike tend to take notice. The reasoning here isn't just noise—it reflects genuine conviction about where real value sits as we move through 2026.

For traders and investors mapping out their year, understanding the logic behind these institutional moves can help sharpen strategy—whether you're looking to follow similar positioning or identify where crowding might create future volatility.