News

Markets were mixed amid renewed inflation pressures, with central banks holding or raising interest rates.
AI concentration risks are rising as financial and commercial interdependence between major players amplifies exposure across equities, credit and infrastructure valuations.

The transition from UK PRIIPs KIDs to the new Consumer Composite Investments (CCI) Product Summary brings significant changes for product manufacturers. The new Product Summary is designed to provide consumers with clearer, more accessible information about investment objectives, risks, costs and potential performance. Behind this simplified document sits a complex regulatory framework, with over 100 requirements to consider.

2026 Q3 Market Update

Markets continue their ascent, but volatility is increasing. Markets are continuing to take a long view of current geopolitical shocks, with attention focused on earnings. The June SpaceX listing captured a euphoric mood when investor enthusiasm briefly outran fundamentals, although subsequent corrections suggest a return to greater sobriety.