Insights | April 15, 2026
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
The Middle East conflict has fanned the flames of geopolitical turmoil across the globe and raised the prospect of stagflation as the fallout from the spike in oil prices risks stifling growth momentum and stoking price pressures.
Related Insights
Market Commentaries
July 8, 2026
Global Asset Allocation Team Market Update – July 2026
In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.
Q3 2026 Investment Outlook & Portfolio Strategy