
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.

Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.

DeepSeek’s new AI has sent shockwaves through stock markets. Schroders shares insights on how this shift may alter chip demand and influence technology giants.