Quarterly Strategy Pack - Q2 2026
Macro outlook, core asset allocation views, specific ideas, webinar link
Hi there,
Please find attached the Q2 2026 edition of the "Quarterly Strategy Pack"
The pack covers the key themes/charts on the outlook for 2026:
-the macro outlook (policy, inflation, growth, risk scenarios)
-core asset allocation views (growth vs defense, major asset classes)
-selected specific ideas (within/across asset classes and sectors/regions)
In ad…