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2026 Midyear Investment Outlook
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Watch the conversation with Macro Strategist John Butler as he sets out a potential macro playbook for 2026 and discusses key implications for investors.
In our final ActiveViews webcast of the year, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 against a backdrop of resilient global economic growth but still sticky inflation and ongoing concerns about the US labour market. Key questions they address include:
- whether buoyant markets are right in assuming a continuation of today’s “goldilocks” scenario;
- why the US Federal Reserve’s near-term policy decisions warrant extreme scrutiny;
- what the current AI narrative may be overlooking; and
- why investors should watch policy developments in Japan.
Monthly Market Review — September 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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