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INSIGHTS

Investment

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.

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Investment

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

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Investment

Summary Q3 2026

In January, we titled our outlook “A Year for Prudent Optimism”, expecting portfolios to make steady progress. Optimism was grounded in robust investment in US

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Investment

Markets Outlook Q3 2026

Half time chat. As the whistle blows for half-time in 2026, we head back to the dressing room for a slice of orange and a

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