The Breakwater Capital Markets Q2 2026 Global Institutional Survey captured perspective from over 800 long-only investors across funds representing trillions of dollars in assets under management The survey ran between April 1, 2026 and June 30th 2026 and represent a geographically diverse perspective including North America, Europe, the Middle East, and Asia.

We’ve broken the results down to three different data sets: The Q2 2026 Global Investor Survey (with five modules), the Global Investor Valuation Sensitivity Survey, and the Earnings Calls, Management Credibility, and Valuation data set. Please feel free to check out our data and utilize it wherever you deem fit.

The Q2 2026 Global Investor Survey:

Module 1:

Module 2:

Module 3:

Module 4:

Module 5:

Global Investor Valuation Sensitivity Survey

Earnings Calls, Management Credibility, and Valuation