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Quarterly Market Review
2nd Quarter 2026

If you're taking a well-earned break from the sunshine (!), you may be interested in comparing second-quarter investment returns across Developed and Emerging Markets, Value and Growth investing, and Large and Smaller Companies. I've attached the latest performance figures, together with an update on interest rates.

It also reinforces the importance of maintaining a well-diversified, long-term investment strategy, rather than reacting to short-term headlines surrounding sectors such as semiconductors or oil.

We are here to help you develop and monitor carefully considered financial plans designed to achieve the life goals that matter most to you.

Risks : Buying Investments can involve risk. The value of your Investments and the income from them can go down as well as up and is not guaranteed at anytime. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. The views expressed here are subject to change without notice and we can’t accept any liability for any loss arising directly or indirectly from any use of it.
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