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Mid-Year Outlook 2026

Different Worlds

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Investment Expert Videos

Key takeaways

Two shocks and a boom

Economy shaped by supply-side shocks and the AI boom

Broadening beyond borders

A different, more selective, kind of broadening out in 2026

Yield to opportunity

In a fragmented world order, which diversifiers can investors rely on?

Key takeaways from Investment Experts

Discover our 2026 Mid-Year Investment Outlook Report

The global economy is facing a complex set of supply shocks that is pulling the macro system in confusing and sometimes contradictory directions. Meanwhile, markets have shaken off geopolitical worries, helped by strong corporate profits. Essentially, the economy and markets are living in “different worlds”.

In our report, we highlight our key themes for the second half of 2026 and the different market implications.

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