# The View Beyond: An investor's perspective of the mid-year outlook 2026

Page: https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026
Text version: https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-06-27T05:00:00+00:00
Episode link: https://share.transistor.fm/s/ff82e0e7
Audio file: https://media.transistor.fm/ff82e0e7/761f33fd.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026
Duration seconds: 2483

## Resource

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahead? In this episode of The View Beyond, Ayako Lehmann is joined by David Kohl, Chief Economist, and Yves Klenk, Head of Client Coverage and Advisory, to examine the mid-year market outlook from an investor’s perspective. The discussion covers the impact of ongoing conflicts on commodity prices, the evolution of inflation expectations, and why Europe’s growth outlook is finally turning a corner. The conversation also explores the implications for equity and fixed income allocations, the realities of the AI investment boom, and the case for diversifying away from US dollar assets. The episode concludes with a look at private markets, infrastructure, and the enduring role of gold in portfolios. Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.