Quarterly Market Review
1st Quarter 2026

This report takes into account the energy crisis that started unravelling in early March 2026. If you want to compare returns in Emerging markets/ Value / Growth or Smaller companies in the period please see attached for the numbers together with information on interest rates.

This is also evidence that maintaining well-diversified, long-term thinking in your investment approach rather than reacting to short term news about wars and the oil price is essential.

We are here to help you develop and monitor carefully considered plans to meet your life objectives for the future which is probably more important 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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