Like a World Cup match, 2026 is shaping up as a game of two halves, a contest between the bulls and the bears.
In the opening half, the bulls have been on top, with equities rallying despite significant disruption to energy supplies from the Middle East. But the second half may prove more challenging as rising energy prices and geopolitical tensions begin to feed through into the global economy and financial markets. The bears may be looking for a comeback.
Daniel Casali, Chief Investment Strategist, and Lucy Mitchell, Director, Head of London and South IFA Business Development, return on the 1 July to discuss:
The three powerful attacking forces driving markets
Why the second half could require a more defensive approach from investors
The key risks and opportunities likely to shape markets through H2
As every football fan knows, matches can change quickly after half-time - and markets may be no different.
