As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges.  

Despite heightened geopolitical tensions, shifting interest rate expectations and ongoing debate around artificial intelligence, the global economy has remained more resilient than many anticipated. At the same time, market leadership is beginning to broaden, raising important questions about what may lie ahead. 

In our latest podcast, we explore the themes shaping markets today - from economic resilience and the outlook for interest rates to the evolution of the AI investment story and what it all means for portfolios in the months ahead. 

Recorded on 30 June 2026. 

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