In a market shaped by passive flows, valuation dispersion, policy uncertainty and episodic volatility, at Candriam we believe Equity Market Neutral strategies can offer investors a differentiated source of potential return and portfolio diversification.

Investors will watch whether the US-Iran 60-day diplomatic window evolves into a durable peace agreement or merely a longer ceasefire.

Why the environmental transition is fuelling the next boom in energy, industry and resources

We move our view on US duration from neutral to a modest positive grade, implemented through the front end of the curve.

Growth is slowing. Consumers are becoming more selective. Yet demand for strategic assets continues to accelerate.

European equities have risen since our last Equity Committee in May, driven by fading Middle East geopolitical risks.

May was defined by resilient global activity but rising macro uncertainty.

On top of the US-Iran negotiations, investors will focus on central banks, with decisions due from the Fed under Kevin Warsh, the BoJ, the BoE and the Banco Central do Brazil, among others.