Mid-Year Investment Outlook 2026
Enough fuel in the engine
Explore our Mid-Year Outlook to get our latest insights on the global economy and the prospects for global markets, including the main opportunities and risks for investors.
Rising artificial intelligence (AI) investment is driving hyperscaler debt issuance. Explore how this shift in funding could reshape fixed income markets and offer investors a more defensive way to gain exposure to the AI theme.
Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.
Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.
Explore the drivers behind the recent rise in gold, the outlook for gold prices, and the role that gold can play in a diversified investment portfolio.
Explore how investing in quality stocks can build resilient portfolios, offering stability and outperformance in uncertain market conditions.
Uncover the factors influencing the future path of the US dollar and what they mean for investors.
Uncover how AI megacaps are tackling innovation, business shifts, and future chip demand in a changing landscape.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
