Invesco has released its 2026 Midyear Investment Outlook, with expectations for the global economy to re-accelerate in the second half of the year.
The first half of 2026 was marked by a series of disruptive forces including geopolitical fractures and an upset of energy and commodity supplies. Despite these challenges, the economy remained resilient and corporate earnings have been strong, led by the technology sector and the artificial intelligence (AI) investment boom.
The Invesco strategy & insights team expects the global economy to re-accelerate in the second half of 2026, dependent on the timing of any resumption in energy flows through the Strait of Hormuz.
“While recent events have delayed some of the trends we anticipated at the start of the year, they have not derailed them,” said Brian Levitt, chief global market strategist at Invesco. “In a world undergoing immense disruption, the economy has demonstrated signs of resilience. Priv