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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.
           

          Explore

           

          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.

          Read more

          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.

          Read more

          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 4Q 2026

          Our base case assumes steady nominal growth and disinflation over the coming year. We are constructive on equities, with a preference for the U.S. and Japan. We lean into U.S. high yield for carry and prefer a long duration position in Europe rather than the U.S.

          Read the latest views

          Global Fixed Income Views 4Q 2026

          Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%, overpowering headwinds from inflation and pushback against AI.

          Read the latest views

          Global Equity Views 3Q 2026

          Massive AI investment spending is driving exceptional profit growth. Markets have moved mostly in line with earnings and valuations don’t look excessive. We find long-term value among the so-called “AI losers” and in many defensive stocks far from the AI boom.

          Read the latest views

          Factor Views 3Q 2026

          Factors extended gains in Q2, on average, led by equity momentum. We maintain a positive outlook for factors overall: Equity value and equity quality are historically inexpensive; equity momentum could climb, with heightened risk. We recommend diversification among and across factors more than ever.

          Read the latest views
          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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