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Profit-taking in AI-related stocks after a strong rally, while market participation may broaden. Separately, China’s AI companies are an increasingly important driver of the earnings recovery.

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29 June 2026
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Weekly Insights

29 June 2026

    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.

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      Weekly Insights

      22 June 2026

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          Weekly Insights

          8 June 2026

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            Weekly Insights

            2 June 2026

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