Markets Outlook Q2 2026
A Narrower Path We began this year with an Investment Strategy titled “A Year for Prudent Optimism”. At the time, our view was that portfolios could continue to make steady progress. Significant amounts of investment in areas such as technology remained supportive, particularly in the US, whilst in Europe, greater investment in military expenditure served as […]
Summary Q2 2026
In the last strategy our view was portfolios could continue to make steady progress, supported by ongoing investment in areas such as technology, particularly in the US, and increased defence spending in Europe. We recognised strong market performance in 2025 had left some equity markets looking expensive, making the investment path narrower. Markets performed well […]