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Looking at Q2 2026
- 30 April 2026
- 5 MIN READ
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Markets have entered the quarter against a complex backdrop: geopolitical tensions in the Middle East, fragile ceasefire conditions, and elevated energy prices. At the same time, AI-driven capex, resilient US earnings, and rising investments in energy infrastructure continue to support pockets of strength across markets. In an environment where inflation risks remain sticky and growth is uneven, here are some notes from our Investment desk...
Key takeaways
01
Geopolitical uncertainty, elevated inflation expectation, upcoming transition of the Fed chair and strong earnings season on Wall Street marked the beginning of this quarter.
02
Our investment team looks at some key themes for this quarter: AI, energy infrastructure, European defence, private market opportunities, gold and commodities
03
We also talk about some of the macro risks on the horizon: the Iran conflict, the US debt, trade fragmentation, and the questions around the Fed independence and AI bubble!
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