CIDEL GLOBAL EQUITY STRATEGY COMMENTARY Q2 2026

Please enjoy our Q2 2026 commentary on the Cidel Global Equity Strategy, written by Charles Lannon, Head of Equities and Lead Portfolio Manager.

In this edition, Charles reviews the strong rebound in global equity markets during the second quarter, driven largely by semiconductor stocks and growing confidence in the commercial potential of artificial intelligence (AI). He also discusses the impact of the Middle East conflict, key market trends, and highlights several new additions to the Strategy, along with his outlook for AI, earnings growth, and global equities in the second half of 2026.

Read the full commentary by clicking HERE.

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