Market Pulse

2026

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AI-generated summary

1) This report provides insights into market outlook, asset class forecasts, and key themes for H2 2026, emphasizing resilient growth, AI momentum, and balanced macro risks.
2) * Macro Views: Discusses outlook for risk assets, geopolitical impacts, and the role of AI in driving private capital spending.
* Market Views: Covers equities, income, and diversifiers, highlighting opportunities in global equities, corporate credit, and alternative assets.
* Charts and Forecasts: Presents asset class forecasts for equities, rates, currencies, and real assets, along with market concentration data.
3) Market Outlook, AI, Equities, Income, Diversifiers

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