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QUARTERLY COMMENT – Q2 2026

When markets become volatile, the most important investment decisions are often the ones not taken. It’s a moment to pause and focus on what really matters.

Recent events in the Middle East have introduced renewed uncertainty into financial markets. Developments have been fast-moving and, at times, unsettling. Alongside the humanitarian impact, which remains deeply concerning, investors are wondering what this means for their portfolios and long-term plans.

Our Chief Investment Officer, Rob Cloete, comments on navigating uncertain 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.

Disclaimer: Investments do not guarantee a return, and the value and the income from them can fall as well as rise, so that you may not realise the amount originally invested. Where an investment is denominated in a currency other than sterling, changes in exchange rates between currencies may cause the value of investments to go up or down. Past performance should not be seen as an indication of future results. This material is a marketing communication issued and approved by Hottinger & Co Limited for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Opinions expressed are current opinions as of the date of appearing in this material. No reliance may be placed for any purpose on the information and opinions contained in this document or their accuracy or completeness. No part of this material may be copied, photocopied, or duplicated in any form or distributed to any person who is not an employee, officer, director, or authorised agent of the recipient, without the prior permission of Hottinger & Co Limited.