Insights

Positioning for the Second Half of 2026
Insight

Positioning for the Second Half of 2026

Markets have a habit of creating opportunity in exactly the environments that feel most uncomfortable. The first half of 2026 has been one of those environments. A geopolitical shock that appeared, at its most intense, to threaten the foundations of global energy supply has instead resolved faster than most analysts expected. The policy uncertainty that gripped central banks through the spring is beginning to clear. And an equity market that experienced one of its sharpest corrections in recent years has already staged a significant recovery.
June 30, 2026