Investment outlook · 2026-07-15 · RVS Investment Institute

Global Investment Committee 2026 Q3 outlook

Perspectives on the economy, portfolio construction themes and the committee’s best investment ideas.

RVS’s Global Investment Committee publishes a quarterly map of the economy, asset-class heat and a short list of best ideas.

The 2026 third-quarter edition focuses on five themes, the state of markets, and where public and private credit still pay for risk.

Use the heat map and idea list together: the first shows crowding, the second shows where the committee is willing to be early.

Our research approach

Global context, specialist conviction.

Our Investment Institute connects macro, asset-class, fundamental and sustainability research so a view can be tested from more than one direction.

Investment outlook