412: Our midyear investment outlook – the CIO call

This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include: • The interplay between AI acceleration and geopolitical fragmentation • What a raft of blockbuster IPOs mean for index investors • How AI is fundamentally reshaping dynamics across industries • The outlook for private credit During the episode, Emiel van den Heiligenberg, our global CIO, is joined by: • David Barron, Global Head of Index and ETFs • Stuart Hitchcock, Head of Portfolio Management, Private Credit • Colin Reedie, Head of Active Strategies • Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America Our panel also share what they are planning to read and watch over the summer. The podcast was recorded on 9 June and was moderated by Max Julius, Head of Content. For professional investors only. Capital at risk.