Counterpoint · 2026
Counterpoint 2026 mid-year outlook
Our investment team's mid-year assessment of the global economy, markets and portfolio positioning for the second half of 2026.
In our mid-year outlook, our Group Investment Committee reviews how the global economy has evolved through the first half of the year and what that means for portfolios in the months ahead.
We examine the interplay between growth, inflation and central bank policy across the US, Europe and Asia, and set out where we see the balance of risk and opportunity across equities, fixed income and alternatives.
Our core message remains one of diversification and discipline: staying invested through volatility, while positioning selectively in the areas where long-term structural growth is strongest.
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