Lunate’s investment research reflects the questions we are asking as
long-term stewards of capital. With a deep focus on private markets across a longer-term horizon, we provide insights across key asset classes, sectors and geographies.
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Lunate’s Global Outlook for June 2026: Profits Propel the Late Cycle Onward
Our report asks the key questions shaping the markets over the next few months. Will fundamentals withstand geopolitics? How real is the impact of the worries in private credit? Has software’s repricing gone too far?
