The first half of 2026 tested investor discipline. In the first six months, investors have navigated:
- War in Iran
- Oil-driven inflation
- Ongoing questions about artificial intelligence
Despite it all, markets sit near all-time highs, corporate earnings grew at a double-digit pace, and many asset classes delivered strong returns.
In this video we discuss the key themes of 2026 so far and explore what has driven market performance year to date — and what those lessons could mean for the second half of the year. Click below to listen --->
