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Connecting the Dots: CIO Mid-Year Outlook. Adapting to the new investment landscape

30 min read 2 Jul 26

From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks and opportunities across equities, fixed income and private markets, and why they emphasise the importance of selectivity, diversification and a more dynamic approach to asset allocation in the second half of 2026.

Speakers:
Fabiana Fedeli, CIO, Equities, Multi Asset and Sustainability
Emmanuel Deblanc, CIO, Private Markets
Andrew Chorlton, CIO, Fixed Income

Host:
Mason Woodworth, Head of Investment Solutions 

The views expressed on this webpage should not be taken as a recommendation, advice or forecast, nor a recommendation to purchase or sell any specific security. The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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