Three investment themes shaping the second half of 2026 and beyond

Analysis
Insights

Find out what AI, defence spending and geopolitical risk could mean for your portfolio.

Share

From AI to global conflict, the forces shaping the investment landscape are closer to home than you might think. In this video, Dominick Hardy, VP and senior portfolio manager, RBC Wealth Management Canada, walks through three key themes that investors should have on their radar, and what they could mean for your portfolio.

Key themes:

  1. How AI is driving capital spending and creating new ways to invest
  2. Why rising defence budgets are opening up new opportunities
  3. What geopolitical tensions mean for interest rates and your portfolio

Find more 2026 Midyear Outlook insights here, including a special “Unstoppables” report featuring six long-term investable themes.  


RBC Wealth Management is a business segment of Royal Bank of Canada. Please click the “Legal” link at the bottom of this page for further information on the entities that are member companies of RBC Wealth Management. The content in this publication is provided for general information only and is not intended to provide any advice or endorse/recommend the content contained in the publication.

® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © Royal Bank of Canada 2026. All rights reserved.


Let’s connect


We want to talk about your financial future.

Related articles

Global Insight 2026 Midyear Outlook: Canada

Analysis 4 minute read
- Global Insight 2026 Midyear Outlook: Canada

Global Insight 2026 Midyear Outlook: United States

Analysis 5 minute read
- Global Insight 2026 Midyear Outlook: United States

The Unstoppables

Analysis 19 minute read
- The Unstoppables