Policy
Fortress Investment Group 2026 Mid-Year Outlook: Position Portfolios "For the Wave, Not the Lull"
NEW YORK, July 13, 2026--Fortress Investment Group today released its 2026 Mid-Year Outlook, authored by Chief Strategist Elizabeth Burton. The report strikes a posture that is "cautious, but selectively constructive," arguing that a spring easing in geopolitical risk and energy has calmed markets – but the underlying setup remains fragile.
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With sticky inflation that could trend higher as M2 accelerates, and a higher-for-longer rate regime, Elizabeth Burton favors income, real assets, and private credit, especially over increasingly stretched AI-linked exposures NEW YORK, July 13, 2026 --( BUSINESS WIRE )--Fortress Investment Group today released its 2026 Mid-Year Outlook, authored by Chief Strategist Elizabeth Burton. The report strikes a posture that is "cautious, but selectively constructive," arguing that a spring easing in geopolitical risk and energy has calmed markets – but the underlying setup remains fragile. "From where we sit, the outlook may call for positioning that is less a bet on catastrophe than an insistence on being paid to wait – on cash flows, uncorrelated return streams, and discipline on long-duration equity," says Mrs. Burton. With the Federal Reserve leaning hawkish and the 10-year Treasury near 4.5%, Mrs. Burton urges allocators to stay invested in quality and income while keeping selective hedges. She flags six themes for the second half of 2026, three out-of-consensus and three constructive: