Investment outlooks for the second half of 2026, part II

Artificial intelligence vs. geopolitics

Savvy Investor has curated another collection of mid-year outlooks from thought leaders like Robeco, M&G Investments, Lazard, and more, covering the most timely market and macro themes. From commercial real estate to gold to fixed income and where to "play short" and go long, how might the next six months and beyond unfold for investors amid the two major macroeconomic backdrops?

Mid-Year Real Estate Outlook 2026 (Principal Asset Management)

The commercial real estate recovery is intact but uneven, with wider dispersion than headlines reveal.

Mid-year Investment Outlook 2026 (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

Portfolios that incorporate exposure to strategic long-term growth stories, such as a revival in European capital expenditure, should also be built to withstand different outcomes.

2026 Midyear Key Themes (MFS)

For compliance reasons, this paper is only accessible in certain geographies

Disruption is redistributing value, rewarding firms with proprietary data and mission-critical workflows while threatening those exposed to commoditization and margin pressure.

Gold Mid-Year Outlook 2026: Point Break (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

Down roughly 7% year-to-date, gold nonetheless ranks among the top performers over the past year. Is it set for another breakout?

Equity Outlook: Reaching for the Stars (Robeco)

The technology sector rally meets a potential tightening in monetary conditions.

2026 Midyear Fixed Income Outlook: Stay Invested, Stay Selective (Metlife IM)

The bullish case is less that fundamentals are great and more that income is compelling enough to overwhelm concerns.

Midyear Global Outlook: AI vs Geopolitics (L&G)

War in the Middle East continues to grip investor attention, but the tech revolution will prove a more powerful and longer-lasting force.

Global Multi-Asset Outlook June 2026 (Amova AM)

Will growth assets remain appealing among the ongoing conflict in the Middle East?

2026 Midyear Investment Outlook: Play Short, Think Long (Allspring)

Opportunities to “play short” in the market, and longer-term strategic portfolio themes to consider.

Global Mid-Year Outlook 2026: Three Core Convictions Shaping Markets (Lazard)

The dollar, deficits, and diversification – how each could drive what’s ahead.

Investment Perspectives Mid-Year Outlook 2026 (M&G Investments)

A striking divergence has emerged: equity and bond markets appear to be dancing to very different beats.

Special Report

Chart Pack: Mid-Year Outlook for 2026 (PGIM)

For compliance reasons, this paper is only accessible in certain geographies

Explore PGIM's key investment themes for the reminder of this year through an interactive and engaging chart pack.