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  1. Insights

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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.
 

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Stay Current

  • The Weekly Brief
  • On the Minds of Investors
  • Investment Principles
  • Foundations of Alternatives
  • Why Alternatives

Latest Investment Trust insights

Explore our investment trust insights

Explore our dedicated insights for all the latest updates on our investment trusts direct from our portfolio managers. You’ll also discover important guidance on how you can use investment trusts to meet your savings goals.

Market Insights

On the Minds of Investors

Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

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Investment Principles

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies for guiding your clients.

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Mid-Year Investment Outlook 2026

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.

Read more

Portfolio Insights

Global Asset Allocation Views 2Q 2026

Investors are contemplating a wider range of potential macro outcomes and a fatter bearish left tail. We maintain a modest risk-on stance, including an equity overweight. In fixed income, we lean into shorter duration as yield curves steepen. Our credit positioning is neutral, reflecting the asymmetric distribution of returns.

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Global Fixed Income Views 2Q 2026

Against the backdrop of a geopolitical and energy market shock, we significantly reduce the probability of economic expansion (still marginally our base case) and increase the likelihood of contraction. We see better risk-reward at the front end of the Treasury curve and find opportunity to go up in credit quality.

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Global Equity Views 2Q 2026

Despite higher energy costs, the outlook for profits is robust. While earnings growth is broadening beyond tech leaders, the AI investment boom remains a dominant theme. High valuations in some areas temper our enthusiasm for aggressive positioning. We find the most compelling opportunities in out-of-favor quality stocks.

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Factor Views 2Q 2026

Factors posted a largely positive Q1 despite market volatility. U.S. momentum led equity factor gains while commodity supply disruptions lifted certain factors. We maintain a positive outlook on factors: Equity value is attractive globally and the U.S. quality factor is inexpensive.

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Insights App

Insights App

Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.

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