Overview
Environmental, Social and Governance
Performance
Key Facts
Fees & Charges
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Literature
Fund Managers
Insights
11 June 2026
Fixed income
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
11 June 2026
Equity
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
11 June 2026
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
