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After steadying in the spring, markets navigated a stop‑start summer and made welcome progress. Global shares began the quarter on the front foot, dipped in early August as softer US jobs data and sizeable revisions unsettled investors, then recovered as central‑bank signals turned more supportive. Closer to home, the UK backdrop was helped by resilient corporate results and firmer sterling. Our focus has remained on balance: participating in equity upside while keeping portfolios diversified and calm through bouts of volatility.
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