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412: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include:
• The interplay between AI acceleration and geopolitical fragmentation
• What a raft of blockbuster IPOs mean for index investors
• How AI is fundamentally reshaping dynamics across industries
• The outlook for private credit
During the episode, Emiel van den Heiligenberg, our global CIO, is joined by:
• David Barron, Global Head of Index and ETFs
• Stuart Hitchcock, Head of…
The skinny
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