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What happens when you revisit your market forecasts after six months of relentless headlines? In this episode, Tessa Mann and Rhys Simons look back at the views they shared in their Global Investment Outlook 2026 and assess how those predictions have held up. Together, they discuss what played out as expected, what caught them off guard and how everything from geopolitical developments to the rise of AI-driven markets has influenced the investment landscape so far this year. Guided by listener questions, the discussion looks beyond the headlines to examine what really matters for long-term investors and what trustees should be watching as the rest of 2026 unfolds. |
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