Structural disruption has become a new norm within the investment industry heading into the second half of 2026. A convergence of geopolitical shock, persistent stagflation, and deepening economic bifurcation are creating headwinds for managers focused on creating value and executing sound investment strategies.
In this report, we explore key expert and analyst perspectives on the relevant themes shaping the financial services landscape for H2, including scaled AI infrastructure, diversification and asset re-positioning, a deepening K-shaped economy bearing resemblance to the ’70s, and a wave of IPO and deal activity prevailing despite macroeconomic headwinds.
