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The Investment Outlook

In this series: 7 available

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Insights

The Investment Outlook Q3 2026 Introduction

4 min Read

More from this series

House View: staying invested, but increasing diversification as risks multiply
Insights
House View: staying invested, but increasing diversification as risks multiply

Resilient growth and continued enthusiasm around artificial intelligence support risk assets. But rising geopolitical tensions, fiscal pressures and concentrated market leadership strengthen the case for greater diversification.

2 min Read
High Yield: the return driver investors overlook
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High Yield: the return driver investors overlook

Most high-yield returns come from income. Are investors overlooking the obvious?

3 min Read
Equities: EMs offer a rare alignment of growth and value
Insights
Equities: EMs offer a rare alignment of growth and value

Have investors overlooked the next phase of emerging market growth?

4 min Read
Multi-Asset: Diversification beyond asset class labels
Insights
Multi-Asset: Diversification beyond asset class labels

Looking beyond labels can help investors build portfolios that are less dependent on any one market or economic outcome.

4 min Read
Thematic: From disruption to resilience, the new supply-chain investment story
Insights
Thematic: From disruption to resilience, the new supply-chain investment story

Supply chains are under pressure. But where could the next opportunities emerge?

4 min Read
Government Bonds: investing under a less predictable Fed
Insights
Government Bonds: investing under a less predictable Fed

A less predictable Fed could reshape bond markets. What should investors watch?

5 min Read

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.