Split Decisions: What Stock Splits Reveal About Corporations in H1 2026

Published on June 12, 2026

Dispersion continues to be the definitive story of 2026. As we progress through June and approach the conclusion of the first half of the year, the equity landscape remains distinctly bifurcated. Pockets of deep structural growth stand in contrast to areas grappling with macro headwinds.

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Allocation Views: Optimistic on equities, mindful of inflation

June 12, 2026
In this month’s Allocation Views, strong corporate fundamentals and resilient growth fuel our continued optimism toward equities into June, despite persistent inflation and more restrictive monetary policy.

Is Any Area of the Market “Affordable”?

June 12, 2026
The word seems to be spreading that small- and micro-cap stocks have so far been enjoying a stellar 2026. What seems less well known is that the current cycle of market leadership for the two asset classes stretches back to 2025 and has been in place for 14 months.