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THINK DIFFERENTLY

THINK DIFFERENTLY

Executive Summary Market review August saw equity markets recover much of July’s lost ground, supported by resilient earnings and economic growth. AI-related segments rebounded, as semiconductors recovered and software delivered strong...
Market Commentary August 2026

Market Commentary August 2026

July was characterised by a sharp divergence within equity markets. Momentum stocks came under sustained pressure, with the month delivering one of the largest momentum unwinds since the 2008 Global...
Market Commentary July 2026

Market Commentary July 2026

Markets recovered as geopolitical fears eased. De-escalation in the US–Iran conflict and lower oil prices helped restore risk appetite after a volatile start to the quarter.
Market Commentary June 2026

Market Commentary June 2026

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.
Market Commentary May 2026

Market Commentary May 2026

April delivered one of the strongest market recoveries, as easing geopolitical tensions sparked a relief rally that earnings quickly gave weight to.
AAAM Q2 Commentary 2026

AAAM Q2 Commentary 2026

Q1 saw a shift from orderly rotation to a broader risk-off environment, with rising equity-bond correlation challenging traditional diversification.