Investment Strategy

The year 2026 is unfolding in a complex international environment, marked by persistent geopolitical tensions, ongoing conflicts reshaping global balances, and the gradual adjustment of monetary policies in major economies. These dynamics are further compounded by evolving trade patterns and sometimes mixed economic signals.

As we approach the third quarter, these factors are expected to continue influencing market developments and investor sentiment.

What are the implications for the global economy and financial markets? How should portfolios be positioned in this uncertain environment to capture opportunities while managing risks?

During this webinar, we will analyze the key trends and share our investment convictions to approach the third quarter of 2026 with clarity and confidence.

Our CIO, Daniel Varela, will present Piguet Galland’s strategic outlook and highlight the key directions guiding our investment approach in the months ahead.

A live Q&A session will also give you the opportunity to engage directly with our experts and ask your questions.