Post by Brad Rogoff

Name: If the first half of the year has taught us anything, it’s that markets can absorb an extraordinary
Uploaded: 2026-07-14T13:19:59.208Z
Channel: Brad Rogoff
Description: If the first half of the year has taught us anything, it’s that markets can absorb an extraordinary amount of uncertainty. I caught up with Ajay R., our Global Chairman of Research, for a mid-year

Global Head of Research at Barclays Investment Bank

If the first half of the year has taught us anything, it’s that markets can absorb an extraordinary amount of uncertainty. I caught up with Ajay R., our Global Chairman of Research, for a mid-year markets review to discuss why we still see a resilient global backdrop, why AI remains a defining investment theme across industries and asset classes and what we’re paying attention to in the months ahead. And if there’s one thing we both agreed on, it’s this: it’s a great time to be a research analyst. Watch the video to hear our full conversation and explore more mid-year perspectives from Barclays Research in our latest Global Outlook report: https://lnkd.in/gf9vKpaz

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