Investment Watch is a quarterly publication produced by Morgans that delves into key insights for equity and economic strategy.
This edition arrives with the Iran conflict re-escalating, yet markets have absorbed the renewed uncertainty better than many feared. That resilience is why we stay the course. We see a strong second half for growth assets, powered by artificial intelligence, energy security and a global earnings cycle that keeps delivering.
The watchpoint is inflation. It is proving stickier than hoped, keeping interest rates higher for longer and rewarding investors who focus on income over speculation. We are optimistic, but clear eyed. The best returns in the second half will go to those who stay invested, stay diversified, and resist the temptation to sit on the sidelines.
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