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Jackson hole sets the tone
Global markets ended the week with a mixed tone as investors weighed renewed enthusiasm around artificial intelligence and uncertainty over the future path of US interest rates.
Cooling inflation, cautious markets
Global markets delivered mixed returns over the week as investors balanced encouraging inflation developments and positive AI-related corporate results against higher oil prices resulting from uncertainty around the Strait of Hormuz.
Mid-Year Investment Outlook 2026
In our mid-year investment outlook for 2026, the Investment Solutions Team at Zurich highlight how investors can navigate complexity and find opportunities across the global investment markets.