Global Wealth & Investment View Q3 2026
Your look into the most important investor insights for the quarter
Welcome to the Global Investment View Q3
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.
Download the Global Investment View Q3 | 2026
Negotiations between the US and Iran have already led to a sizeable decline in global energy prices. This should shortly translate into lower inflation, taking pressure off central banks should the Strait of Hormuz remain open. Global earnings growth has been strong, especially in the US, and is expected to remain strong for the next three quarters at least. Global GDP growth also appears to continue to be in good shape, running at about 3%.
Executive view of the quarter
The GISG kept its risk score at 0 on a scale of -3 to +3, and the SA risk score increased to 1.5 on a scale of -3 to +3.
Click here to download the Executive Summary Q3 2026.
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Statutory information
Investec Wealth & Investment International (Pty) Ltd, registration number 1972/008905/07. A member of the JSE Equity, Equity Derivatives, Currency Derivatives, Bond Derivatives and Interest Rate Derivatives Markets. An authorised financial services provider No.15886. A registered credit provider registration number NCRCP262.