Aswereachthemidpointof2026,theglobalinvestmentlandscapelooksmeaningfullydifferentthanatthestartoftheyear.Irancontinuesto
dominateheadlines—butthemoreconsequentialshiftsarestructural.
•Myoutlookfortheyearsaheadisgroundedinthreecoreconvictions:theU
Aswereachthemidpointof2026,theglobalinvestmentlandscapelooksmeaningfullydifferentthanatthestartoftheyear.Irancontinuesto
dominateheadlines—butthemoreconsequentialshiftsarestructural.
•Myoutlookfortheyearsaheadisgroundedinthreecoreconvictions:theU
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