
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.

After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.

The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.

The company said its closing assets dipped by 2% at the end of March even as average AUM rose by 15% over the half-year.

The asset manager lifted revenue by 10%, but headline EPS declined year-on-year once the prior period’s R561m SARS tax recovery fell away.

From buying his first stock as a teen to building one of the world’s most valuable companies, Buffett’s story is rich with insight. As he retires, here are the five takeaways every investor should remember.