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In this edition, we review Q2 market performance and look ahead to Q3 trends...

placeholder for Global investment market review: Q12 2026

Global investment market review: Q12 2026
Panoramic view of a the Taiwan coastal skyline with a beach, green park, and circular breakwater structure in the foreground on a sunny day.

Asian equities need more than a good story
Close-up of creamy vanilla ice cream scoops in a white bowl with a light blue background.

Multi-Asset: Boring is still beautiful for the second half of 2026
Golden Gate Bridge spanning blue waters with San Francisco skyline and partly cloudy sky in the background during daylight.

Beyond hype: AI benefits taking shape

Contributors

David Goodman
Senior Portfolio Manager, Columbia Threadneedle
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Richard Bernstein
Global Head of Macro & Customized Investing, Janus Henderson
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Tiffany Wade
Senior Portfolio Manager, Columbia Threadneedle
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Vikas Pershad
Portfolio Manager, Asia Pacific Equities, M&G
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