Post by Hymans Robertson

Name: 📈 Markets have rebounded in the first half of 2026, but are investors underestimating the risks ahe
Uploaded: 2026-07-06T12:03:42.739Z
Channel: Hymans Robertson
Description: 📈 Markets have rebounded in the first half of 2026, but are investors underestimating the risks ahead? 🎙️ In the latest episode of Hymans Robertson On... Investment - Capital Markets mid-year updat

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📈 Markets have rebounded in the first half of 2026, but are investors underestimating the risks ahead? 🎙️ In the latest episode of Hymans Robertson On... Investment - Capital Markets mid-year update, Ross MacLeod FFA is joined by Chris Arcari and John Roe from L&G – Asset Management to discuss what's driving markets, where risks are building and how they're positioning portfolios. They cover: • the AI investment boom (is it a bubble, or not?) and its impact on markets and inflation • what might be next for interest rates? • the opportunities and risks emerging across listed credit, as well as private markets 🎧 Listen now: https://okt.to/6Xl41p

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