Global Wealth & Investment View Q2 2026
Your look into the most important investor insights for the quarter
Welcome to the Global Investment View Q2
The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.
Updated Global Investment View Q2 | 2026
Our global risk score has been updated - The Global Investment Strategy Group recently met and moved its risk stance to neutral, reflecting a more balanced outlook.
Download the Global Investment View Q2 | 2026
Energy prices have ramped up since the US/Israel bombing of Iran began. It is unclear when normality will return – the betting market is pricing a less than 50% chance of a ceasefire by the end of April. The betting market is also pricing in a near 50% chance that Brent crude is above $115/barrel by the end of June.
Executive view of the quarter
The GISG kept its risk score at -0.5 on a scale of +3 to -3, and the SA risk score was reduced to 1 on a scale of -3 to +3.
Click here to download the Executive Summary Q2 2026.
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