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Performance review
The second quarter of 2026 marked a sharp turnaround for investors. Markets recovered strongly as tensions in the Middle East eased and concerns about energy supply disruption faded. Falling oil prices helped reduce inflation pressures, while enthusiasm surrounding artificial intelligence (AI) and continued investment in technology infrastructure boosted investor confidence. Corporate earnings remained resilient and economic conditions proved more supportive than expected. Global equities delivered strong gains, up 14.3%, led by technology and emerging markets, while commodity prices declined.
Portfolio managers
Stuart Clark
Portfolio Manager
Helen Bradshaw
Portfolio Manager
