Summary Q4 2026
In earlier Strategy notes, we wrote about balancing optimism with prudence. In January, we expected steady market progress, and this has largely come to pass. Markets have faced bouts of volatility, and we expect this pattern to continue too. Equities remain supported by strong earnings, healthy balance sheets, robust investment in US technology and higher […]
Markets Outlook Q4 2026
Light of a Clear Blue Morning This must be the best part of the year surely? The chill of an early morning gives way to the pleasant warmth of a midday sun, replacing the searing heat of summer. For now, the blue skies remain faithful and the jumpers stay tucked away in their drawers. We […]