Five global equity managers provide their outlook on investment opportunities for the second half of 2026, focusing on US equities, Korea, Japan, UK, and Europe.

United States, South Korea, Japan, United Kingdom, Europe

Who

Jeffrey Palma (Cohen & Steers), Joe Bauernfreund (AVI Global Opportunities Trust), Nikki Martin (Sarasin & Partners), Cristina Dyer (Evenlode Global Equity fund), Matt Burdett (Thornburg Equity Income Builder fund)

What

When

Wed, 17 Jun 2026 10:26:01 GMT · 2h 59m ago

Where

United States, South Korea, Japan, United Kingdom, Europe ·

Why

The experts are offering their perspectives on H2 2026 investment opportunities amid varying economic conditions, corporate governance changes, and technological shifts like AI, particularly in light of structural changes to interest rates and inflation.

The Frontline Impact

How this affects you

Global investors are advised to consider a more balanced approach outside the US due to higher valuations within US mega-cap tech, with specific opportunities highlighted in Korea's undervalued sectors, Japan's structural reforms, the UK's quality businesses, and Europe's attractive valuations and dividend cultures, which could lead to shifts in investment strategies and capital flows.

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Verified Sources & Citations

Portfolio Adviser
https://portfolio-adviser.com/five-global-equity-managers-on-opportunities-in-h2/
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