Q2 2026 Investment Outlook & Portfolio Strategy

April 15, 2026 | Market Commentary, Public Markets
Wideimage

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.

Most Recent

Image for Rethinking Duration Management: Moving Beyond Traditional Bonds
Public Markets, Thought Leadership

Rethinking Duration Management: Moving Beyond Traditional Bonds

July 7, 2026
Image for Global Asset Allocation Team Market Update – July 2026
Market Commentary, Public Markets

Global Asset Allocation Team Market Update – July 2026

July 7, 2026
Image for Rethinking Benchmarking and Alpha in Emerging Markets
Emerging Markets, Public Markets

Rethinking Benchmarking and Alpha in Emerging Markets

July 6, 2026