Quarterly Investment Update

October 2026

Stock markets overcome Middle East tensions and rising bond yields

Our last investment video of the year looks back on the third quarter of 2026, a period that witnessed an unrelenting climb in global bond yields, escalating hostilities in the Middle East, and the first US interest-rate hike in over three years. This came against a backdrop of robust economic data and another blowout US earnings season led by companies at the centre of the global AI buildout.

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26 October 2026

Weekly Bulletin

Oil prices rose again as the prospect of a near-term resolution to the Iran war receded. Elsewhere, investors continued to shun technology stocks which helped to deliver another week of gains for government bonds.

Investor ‘flight to safety’ continues
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29 September 2026

Why take a long-term approach to investing?

Explore how a long-term investment approach can help you manage short-term uncertainty and benefit from potential growth over time.

Why take a long-term approach to investing?
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15 September 2026

What's next for the global economy and financial markets?

We outline some of our key views on the factors set to drive financial markets over the coming months, and what this means for our investment strategies.

What's next for the global economy and financial markets?
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1 September 2026

‘Time in the market, not timing the market’

The reason that some expressions pass into investment cliché is because they’re true. This old adage is as true today as it’s always been.

‘Time in the market, not timing the market’
Family jumping into lake
Published 7 October 2026