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Market Insights

Quarterly Market Outlook – 2Q 2026

Key themes for 2Q 2026

Crosscurrents and risks confront the global economyThe U.S. economy is likely to cool slightly as consumers bear the brunt of higher oil pricesThe Federal Reserve is still set to cut rates, while other central banks lean toward hikesEquity market resilience is being testedFixed income: Tight spreads, but benefiting from robust macro tailwindsFocus on resilience and diversification