In this short Q&A video, our Head of Investment Solutions, James Flintoft, joins our Head of Product, Richard Slattery Vickers, to discuss the key market themes that shaped Q2 2026 and what they meant for performance across our AJ Bell Funds and MPS portfolios.
They discuss how easing geopolitical tensions and continued momentum in artificial intelligence supported markets and portfolio performance, alongside recent developments at AJ Bell Investments.
Key takeaways
- Performance drivers in Q2
- Geopolitical and economic influence over bond and equity markets
- Latest market developments and AJ Bell Investments updates
For a deeper dive into the themes discussed, read our Q2 market commentary and access the latest portfolio reports via The Investment Asset.
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