412: Our midyear investment outlook – the CIO call

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412: Our midyear investment outlook – the CIO call

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This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include:

• The interplay between AI acceleration and geopolitical fragmentation
• What a raft of blockbuster IPOs mean for index investors
• How AI is fundamentally reshaping dynamics across industries
• The outlook for private credit
During the episode, Emiel van den Heiligenberg, our global CIO, is joined by:

• David Barron, Global Head of Index and ETFs
• Stuart Hitchcock, Head of Portfolio Management, Private Credit
• Colin Reedie, Head of Active Strategies
• Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America

Our panel also share what they are planning to read and watch over the summer.

The podcast was recorded on 9 June and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.

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