Author: David Flynn, Chief Investment Strategist and Director.
This month’s General Update reviews a volatile start to 2026 across global markets, with ongoing geopolitical tensions, inflationary pressures and shifting capital flows continuing to shape investment performance and portfolio positioning.
In this report, we outline how our portfolios significantly outperformed benchmarks during Q1, driven by selective exposure to global value opportunities, energy and commodity-linked assets, while avoiding many of the weaker areas of the market.
We also examine the broader macroeconomic backdrop, including the impact of war and supply chain disruption on inflation, the changing outlook for equities and bonds, and why we continue to favour select opportunities outside of traditional US-focused investment strategies.
Download the full report below to explore:
- Q1 2026 portfolio performance and benchmark outperformance
- The impact of inflation, war and global supply chain disruption on markets
- Opportunities in Latin America, China, Energy and Uranium
- Why we remain cautious on long-duration bonds and expensive US equities
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