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Q3 2026 Investment Outlook & Portfolio Strategy

July 17, 2026 | Market Commentary, Public Markets

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

While the tentative de-escalation in the Middle East conflict has helped to avert the worst-case outcome, the outlook remains fragile as elevated inflation and the prospect of tighter central bank policy contribute to a softer global growth backdrop.

Download PDF about Q3 2026 Investment Outlook & Portfolio Strategy