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Our views 02 October 2026

ClockWise: Q3 review – Inflation strikes back

9 min read

The third quarter of the year was characterised by rising bond yields, higher energy prices and dispersion within equity markets, which ultimately left broad equity indices slightly higher over the summer period.

The continuation of the US-Iran conflict and the resulting inflationary pressures continued to be a central theme over the quarter.

Read in full: ClockWise: Q3 review – Inflation Strikes Back

For professional investors only.  This material is not suitable for a retail audience. Capital at risk. This is a financial promotion and is not investment advice. Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. Portfolio characteristics and holdings are subject to change without notice. The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

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