Market update
Mid-year market outlook: navigating uncertainty
Our chief investment officer shares key themes shaping financial markets in the second half of the year, with a focus on interest rate trajectories, equity valuations, and emerging opportunities in global markets.
- Interest rates: when will cuts begin?
- Equity resilience amid slowing growth
- Fixed income as a defensive anchor
- Emerging market opportunities in H2
"Investors who stay diversified and disciplined are best placed to navigate the uncertainty ahead."Read article