Quarterly Update:
Global Market Outlook
Webinar.

Where are global markets headed for the rest of 2026?

9 July 2026
18h00-19h00
Virtual webinar

About this webinar.

The first half of 2026 reminded investors just how quickly the market narrative can change.

Conflict in the Middle East sent oil prices soaring before retreating. Tech stocks rocketed higher, but traditional AI favourites stalled. A new (and more hawkish) Fed Chair changed the outlook for interest rates.

Yet despite it all, high-quality, global companies continue to trade at or near record highs. The question is: Where do markets go from here?

Join Portfolio Manager Gary Booysen for our Mid-Year Global Market Outlook, where he’ll unpack the events that shaped the first half of 2026, discuss the forces likely to drive markets over the months ahead, and explain how we’re positioning our portfolios for the second half of the year.

During the webinar, Gary will cover:

  • Mid-year market review: The biggest surprises of 2026 and where markets go from here.
  • Portfolio positioning: Where we’re investing and where we’re becoming more selective.
  • Global outlook: Interest rates, inflation, geopolitics and the economic trends shaping markets.
  • Key opportunities: The sectors and investment themes we’re watching for the second half.

Whether you’re already invested or simply looking for a clearer perspective on global markets, this session will provide valuable insights into the opportunities and risks we see for the remainder of the year.

Speaker.

Gary Booysen
Portfolio Manager, Rand Swiss

Gary is an avid market commentator who features regularly on CNBC, SABC, BDTV and ENCA. He also contributes to a variety of radio broadcasts including 702 Money Show, and SAFM, as well as a variety of print media publications. As a portfolio manager at Rand Swiss, he specialises in bespoke portfolio construction, securities broking and trade execution.