Markets: What to Watch Midway Through 2026

Published on June 30, 2026

It’s hard to believe we’re nearing the halfway point of 2026 – and what an eventful start it’s been. Markets have pushed through a geopolitically driven energy shock, rising inflation pressures and accelerating disruption from the artificial intelligence boom.

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Can AI Deliver Lasting Growth?

June 30, 2026
AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth in the US. But what will happen to growth when the AI capex surge has peaked? Today’s elevated long-bond yields suggest that the market expects AI-related productivity gains to support faster growth over the longer term.

The Credit Market Lens: What BDC Redemptions and NAV Pressures Mean for Investors

June 30, 2026
A widening confidence gap in non-traded investment vehicles is testing private credit valuations, sharpening the case for manager selection and diversification beyond direct lending.