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Market Commentary June 2026

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May extended April’s recovery, with Artificial Intelligence (AI) becoming the dominant market driver as strong technology earnings and guidance renewed confidence in the AI investment cycle.

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Executive Summary Market review Equities stayed resilient despite a tougher backdrop. Global equities rose 1.3% in Q3, supported by resilient...

Market Commentary September 2026

August saw equity markets recover much of July’s lost ground, supported by resilient earnings and economic growth AI related segments...

Market Commentary August 2026

July was characterised by a sharp divergence within equity markets. Momentum stocks came under sustained pressure, with the month delivering...