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Markets are adjusting to a higher-for-longer rate environment, while China’s structural transition and continued artificial intelligence investment favour onshore markets for long-term opportunities.

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2H 2026 Investment Outlook: Building resilience in a changing landscape
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Market Outlook

2H 2026 Investment Outlook: Building resilience in a changing landscape

As the global landscape shifts away from efficiency towards resilience, investors must adapt to structural forces in a less predictable world. Discover our 2H 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

    22 June 2026
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    Weekly Insights

    22 June 2026

      15 June 2026
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      Weekly Insights

      15 June 2026

        8 June 2026
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        Weekly Insights

        8 June 2026

          2 June 2026
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          Weekly Insights

          2 June 2026

            June 2026
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            Monthly Insights

            June 2026

            In our June report, we cover the following topics:

            • A change in leadership at the Federal Reserve
            • An upbeat US earnings season in the first quarter
            • Asian tech earnings lead the way

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