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QUARTERLY COMMENT – Q3 2026

Almost four months after the first missiles being launched at Iranian targets global equity markets are within a whisker of all-time highs and investor sentiment is also riding high by many measures. Is the outlook really that rosy?

Our Chief Investment Officer, Rob Cloete, comments on recent market conditions in our latest quarterly CIO letter.

Download here to read the full article.

Our investment strategy committee, which consists of seasoned strategists and investment managers, meets regularly to review asset allocation, geographical spread, sector preferences and key global market drivers and our economist produces research and views on global economies which complement this process.

Our quarterly report presents our views on the world economic outlook and equity, fixed income and foreign exchange markets. Please click the link to download.

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