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Market Commentary – Managed Portfolio Service
Quarterly report – Q3 2026
Alongside this written overview, we have also recorded a short video, where we cover the broader economic and market backdrop, including artificial intelligence, as well as touching on the US Mid Term elections. You can watch this by clicking below:
Equity markets rose over the quarter. Recent surveys of U.S. businesses report a strong uptick in demand for both manufacturing and services. Looking past the spike that came with the post-COVID-19 reopening, it was the biggest improvement in business activity since early 2015. This appears to be clear evidence that the immense spending on AI infrastructure is increasing demand across the broader economy.
Read the full review below:
