Q2 2026 Market Digest

Our quarterly Market Digest looks back at global market developments during Q2 2026, alongside the outlook, topical themes and a summary of market activity over the 12 months to 30 June 2026.

We’ve highlighted a few of the key themes below:

• Global equities rallied strongly in Q2 as energy prices fell and corporate earnings continued to strengthen
• Bonds delivered positive returns as inflation concerns eased, although equities outperformed and higher-risk portfolios led performance
• UK political uncertainty remains a key watchpoint, particularly for gilt markets and borrowing expectations

Download our full Market Digest for more detail on:

• asset class returns
• oil price drops that eased inflation prices 
• politics and AI watchpoints

Download here