To mark the publication of our Mid-Year Investment Outlook analysis, we recently hosted a webinar to reflect on the year so far and explore the key themes shaping markets in the second half of 2026.

Against a backdrop of shifting dynamics, the session looked at the forces influencing today’s economic and investment landscape—and how investors can navigate them with confidence.

What we covered:

• How artificial intelligence is evolving and what it could mean for investors
• Why staying disciplined through market volatility remains so important
• The growing role of diversifiers in supporting resilient portfolios
• Our latest thinking on bonds and fixed income
• How to position portfolios in a changing environment