‘💡 Outlook: What to expect in capital markets in the second half of 2026?
On balance, despite geopolitical uncertainties, capital markets continue to present more opportunities than risks, states Tobias Schmidt, Head of Portfolio Management and CIO for Liquid Assets at Union Investment. For institutional investors, it is now especially important to conduct thorough analysis, engage in active stock selection, ensure diversification, and manage risks consciously.
Explore the five key insights. You can find Tobias Schmidt’s full Capital Market Outlook for the second half of 2026 here: Despite Turbulent Times: Opportunities in Selected Risk Assets