We are pleased to share our latest Strategy Review for 2H26. In this edition, we review the key market developments of the first half of the year and outline our macroeconomic and asset allocation views for the months ahead. Our central message is that the investment environment remains constructive, but increasingly selective: growth remains positive but below trend, disinflation is slow and uneven, central banks remain cautious, and fiscal and geopolitical risks continue to shape markets. In this context, we continue to favor quality, diversification, disciplined duration management, selected equity exposure, commodities, and structural themes such as AI infrastructure, electrification, defense and energy security. We hope you find the report useful and wish you a pleasant summer season.
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