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2H26 outlook: A broadening rally?
2H26 outlook: A broadening rally?
As we head into the second half of 2026, investors are navigating a market shaped by surging AI investment, shifting economic momentum, and persistent policy and geopolitical risks. The rally in equities has broadened beyond a handful of tech leaders, but questions remain about the staying power of AI, the health of the broader economy, and the impact of higher financing costs.
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- CIO House View: the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
- Market News: Get the big picture on the world's markets, with our expert insights and analysis.
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*UBS GWM Chief Investment Office is a global organization, with over 200 analysts, economists, and strategists around the world, and dedicated to helping our wealth management clients with global and local insights through one united investment view – the UBS House View.
