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.
Markets trend higher, with volatility increasingly short-lived rather than sustained. Investors are reacting quickly to news and Presidential tweets, e.g. on/off peace talks, but revert to underlying trends supported by earnings and momentum. US underlying growth is strong. Central-bank path pricing is “higher for longer.” Broad productivity is consistent with growth but mid-cap pricing is subdued.
Our Managing Director Martyn Dorey sits down with Rebecca Booth to explore her fascinating journey from the creative industries to the heights of corporate governance in the hedge fund world.
Rebecca shares her unique perspective on Practical Idealism – the art of turning bold ideas into real-world impact.
Market Update Q3 2026
Market Update, NewsMarkets 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.
Market Update Q2 2026
Market Update, NewsMarkets trend higher, with volatility increasingly short-lived rather than sustained. Investors are reacting quickly to news and Presidential tweets, e.g. on/off peace talks, but revert to underlying trends supported by earnings and momentum. US underlying growth is strong. Central-bank path pricing is “higher for longer.” Broad productivity is consistent with growth but mid-cap pricing is subdued.
Practical Idealism in finance: Rethinking governance & growth
FinTalk, NewsOur Managing Director Martyn Dorey sits down with Rebecca Booth to explore her fascinating journey from the creative industries to the heights of corporate governance in the hedge fund world.
Rebecca shares her unique perspective on Practical Idealism – the art of turning bold ideas into real-world impact.