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2026 Midyear Investment Outlook
Asia ex-Japan, Institutional
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Article
6 min
Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
6 min
Article
2027-12-23
Article
6 min
How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
6 min
Article
2027-06-04
Event replay
25 min
Markets & the economy into 2026: scenarios to watch
In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.
25 min
Event replay
2026-12-11
Article
4 min
Twilight zone: how to interpret today’s uncertain macro picture
Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.
4 min
Article
2026-09-30
Article
3 min
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
3 min
Article
2026-05-31
Article
6 min
The year of uncertainty: 5 macro themes to watch in 2025
Macro Strategists John Butler and Eoin O’Callaghan outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop.
6 min
Article
2025-11-30
Podcast
31:49 min
Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.
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31:49 min
Podcast
Podcast
25:30 min
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
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25:30 min
Podcast
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Related Insights
Markets in 2025: asleep at the wheel or in the driving seat?
Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.
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