Where Opportunity Meets Uncertainty

As we enter the third quarter, investors are navigating a market shaped by resilient economic growth, evolving monetary policy, geopolitical uncertainty, and continued investment in artificial intelligence and infrastructure. While inflation and policy remain key watchpoints, improving macro fundamentals and long-term structural trends continue to create opportunities across public and private markets.

Drawing on perspectives from across our affiliated businesses, our Q3 2026 outlooks examine the themes shaping markets and investment opportunities across asset classes. Together, these insights highlight where active management, disciplined selection, and long-term thematic investing can help investors navigate an evolving market environment.