Market outlook podcast: Markets look to strong Q2 earnings
09 July 2026
(3 min read)
Uncertainty continues in the short term, as oil prices remain volatile and the tech sector sees changes in market leadership.
We look towards a broadening of earnings, along with a boost from the AI revolution, outlining adjustments to our asset allocation.
Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist.