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Quarterly Investment Update
Q3 2026
A sharp fall, not yet a change of course
We’re poised to react to the recent market turbulence – but warn against over-reaction. We’ve written a note about this.
In this piece:
- We think this looks more like a correction than the beginning of a bear market, but we’re watching closely.
- The market correction proves the worth of our policy of keeping portfolios diversified.
- But volatility can also create opportunities.
Weekly Digest: Blue wave… Red flags… Amber lights
In our latest Weekly Digest, we observe that some tech stocks have plunged on fears about Democrat policies, but plenty of investments have escaped carnage.
In this piece:
- Democrat threats to data centre buildout and AI development have hit some equities.
- But US consumer staples has shown its qualities as a defensive sector.
- Government bond prices have risen, illustrating their role as diversifiers.
Monthly Digest: Seasonal scares
In our latest Monthly Digest, we consider ways of coping with investment risk.
In this piece:
- The global economy has held up far better than expected, in response to the Iran War.
- We don’t think UK interest rates will rise as much as the market expects.
- In the AI sector, we’re avoiding the more highly leveraged companies.
Quarterly Investment Update – Q3 2026: Richer, not wiser
In the latest Quarterly Investment Update, Head of Market Analysis John Wyn-Evans discusses how the Iran conflict, renewed inflation pressures, and an AI-driven market wobble shaped the third quarter, while strong corporate profits kept global stock markets close to record highs.
John explains that:
With bonds under pressure and markets near highs, diversification remains essential.
The Iran conflict lifted inflation and borrowing costs, but strong profits supported stock markets.
AI shares stumbled, highlighting the risks, but their long-term potential remains.
Read the full review below:
