Full report: Global Insight

This month’s highlights:

Global equity: Push and pull

The emergence of a more complicated picture for the next stages of AI development together with renewed volatility on the geopolitical front have kept equity indexes and investor optimism in check for the past couple of months. However, if the unusually energetic earnings estimates for this year and next prove achievable, we think there is likely more upside ahead.

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Global fixed income: Altitude sickness

Though central banks kept policy rates on hold, the same cannot be said for global sovereign bond yields. 2026 has seen numerous fresh multi-decade highs for 30-year government bond yields with the notable addition of the U.S. 30-year Treasury in July, and we offer thoughts on the primary driver of the recent volatility.

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