Investment update | 6 minute read
Geopolitical risk remained central to markets during the third quarter, particularly developments...
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In this short Q&A video, our Head of Investment Solutions, James Flintoft and Head of Investment Research, Paul Angell, discuss the key market themes that shaped Q3 2026 and what they meant for performance across our AJ Bell Funds and MPS portfolios.
They explore how geopolitical tensions, higher energy prices and changing interest rate expectations influenced markets during the quarter, why economic growth remained resilient, and how diversified portfolios benefited from returns across multiple asset classes.
Key takeaways:
- Why markets delivered positive returns despite continued uncertainty
- How inflation, economic growth and government deficits pushed bond yields higher
- The benefits of diversification as market leadership continued to evolve
- Why maintaining a disciplined long-term approach remained key for investors
- The opportunities and risks our Investments Team is watching next
For a deeper dive into the themes discussed, read our Q3 market commentary or sign up for our deep-dive webinar, here.
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