08/07/2026
'Up like a rocket!'
Q2 2026 in summary:
+ Narratives shifted: Markets moved from crisis fears to resilience.
+ Oil shock faded: Lower prices eased stagflation concerns.
+ AI leadership broadened: Semiconductors and hardware drove gains.
+ Discipline remains key: Markets rarely travel in straight lines.
Alex Scott, Chair of Investment Committee, reviews investment markets over the second quarter of 2026 and looks ahead to the rest of the year.
Read the Market Update here 👉 https://eu1.hubs.ly/H0wNBCF0