Investing Insights

Smooth Sailing through a Semiconductor Storm

July provided another reminder that headline market performance does not always tell the full story.

Weathering the Storm: how accepting uncertainty informs portfolio construction

One of the biggest challenges for investors is accepting that nobody knows exactly what will happen next. We look at diversification and the total portfolio approach ensuring investments complement each other, similar to a well-balanced sports team.

Getting back on track: global markets deliver for investors in Q2

In the first quarter of 2026, a strong start for markets was derailed by the outbreak of hostilities in the Middle East. In Q2, markets got “back on track”, shaking off continuing uncertainty to deliver strong returns for investors in the second quarter of the year.