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Insights

9 June 2026

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

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.
8 June 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Goldilocks no more?

After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
8 June 2026

Simon Morton-Grant

Client Portfolio Manager

Japan – the renaissance continues

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.