Investments

Investment Perspectives - Q2 2026

Diversification remains key when you can’t see what’s around the corner

As we settle into the second half of 2026, global market returns continue to be driven by themes pulling markets in different directions.

Is the classic global portfolio 60/40 split still relevant?

Global inflation has remained stubbornly elevated for the past two years, driven by rising goods prices, increasing labour costs and geopolitical tensions.

A resilient cycle, but a narrower and more complex path

Market volatility has picked up again, as markets continue to grapple with many of the same questions raised earlier in the year: whether growth can remain resilient, whether policy expectations are too benign, and whether increasingly narrow leadership can continue to carry broader asset prices.